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
1251
$43.6K ﹤0.01%
1,254
-623
1252
$43.5K ﹤0.01%
628
+47
1253
$43.4K ﹤0.01%
876
+126
1254
$43.4K ﹤0.01%
2,735
+1,592
1255
$43.3K ﹤0.01%
+956
1256
$42.9K ﹤0.01%
1,458
1257
$42.9K ﹤0.01%
2,533
-256
1258
$42.8K ﹤0.01%
5,097
+10
1259
$42.6K ﹤0.01%
4,054
1260
$42.4K ﹤0.01%
471
+149
1261
$42.3K ﹤0.01%
878
+324
1262
$42.2K ﹤0.01%
586
+260
1263
$42.1K ﹤0.01%
1,123
+363
1264
$42K ﹤0.01%
538
+7
1265
$42K ﹤0.01%
119
+27
1266
$41.8K ﹤0.01%
814
-71
1267
$41.8K ﹤0.01%
2,095
+669
1268
$41.7K ﹤0.01%
634
+531
1269
$41.7K ﹤0.01%
23,811
+11
1270
$41.6K ﹤0.01%
1,021
+7
1271
$41.6K ﹤0.01%
954
+236
1272
$41.2K ﹤0.01%
352
-59
1273
$41K ﹤0.01%
1,084
+478
1274
$40.9K ﹤0.01%
5
+3
1275
$40.9K ﹤0.01%
520
+180
49 50
51
52 53