EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Fund
S&P 500
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 12.25%
2 Financials 6.72%
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
701
$175K 0.01%
2,618
-90
702
$175K 0.01%
1,547
+1,145
703
$175K 0.01%
348
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$173K 0.01%
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705
$173K 0.01%
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$173K 0.01%
717
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707
$171K 0.01%
2,988
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613
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4,530
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$170K 0.01%
6,562
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712
$170K 0.01%
2,241
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713
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1,253
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714
$169K 0.01%
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715
$168K 0.01%
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716
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717
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719
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721
$165K 0.01%
5,911
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722
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+1,248
723
$164K 0.01%
2,094
+484
724
$163K 0.01%
722
+64
725
$163K 0.01%
1,923
-922
27 28
29
30 31