EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$7.24M
3
+$7.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$6.89M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$6.72M

Top Sells

1
+$6.64M
2
+$2.74M
3
+$2.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.06M
5
PLTR icon
Palantir
PLTR
+$1.73M

Sector Composition

1 Technology 12.26%
2 Financials 6.71%
3 Consumer Discretionary 6.69%
4 Industrials 3.38%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$489K 0.03%
1,685
+280
377
$486K 0.03%
1,052
+521
378
$485K 0.03%
8,961
+848
379
$482K 0.03%
10,613
+4,824
380
$480K 0.03%
7,606
+338
381
$476K 0.03%
8,966
+286
382
$473K 0.03%
9,098
+3,296
383
$473K 0.03%
3,753
+1,583
384
$472K 0.03%
5,369
+4,047
385
$471K 0.03%
2,656
+1,425
386
$470K 0.03%
2,892
+30
387
$469K 0.03%
10,035
+317
388
$466K 0.03%
19,196
-10,726
389
$466K 0.03%
5,417
-14,019
390
$463K 0.03%
+7,412
391
$463K 0.03%
3,540
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392
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8,145
+7,105
393
$458K 0.03%
15,115
+8,773
394
$457K 0.03%
16,905
+59
395
$456K 0.03%
878
+66
396
$455K 0.03%
7,298
+7,286
397
$448K 0.03%
10,320
+2,055
398
$447K 0.03%
3,242
+266
399
$446K 0.03%
+14,519
400
$442K 0.02%
4,866
+1,177
14 15
16
17 18