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
2001
$9.85K ﹤0.01%
757
+94
2002
$9.79K ﹤0.01%
1,015
+77
2003
$9.78K ﹤0.01%
180
-174
2004
$9.72K ﹤0.01%
+4
2005
$9.72K ﹤0.01%
223
+12
2006
$9.7K ﹤0.01%
201
+3
2007
$9.69K ﹤0.01%
103
+58
2008
$9.69K ﹤0.01%
136
-17
2009
$9.69K ﹤0.01%
841
-1,025
2010
$9.67K ﹤0.01%
+489
2011
$9.66K ﹤0.01%
625
-67
2012
$9.66K ﹤0.01%
64
+4
2013
$9.65K ﹤0.01%
268
+25
2014
$9.65K ﹤0.01%
104
-16
2015
$9.64K ﹤0.01%
559
2016
$9.64K ﹤0.01%
345
2017
$9.63K ﹤0.01%
317
+26
2018
$9.59K ﹤0.01%
158
-128
2019
$9.58K ﹤0.01%
815
-756
2020
$9.53K ﹤0.01%
304
+274
2021
$9.53K ﹤0.01%
249
+36
2022
$9.52K ﹤0.01%
272
+250
2023
$9.51K ﹤0.01%
977
+387
2024
$9.5K ﹤0.01%
103
+17
2025
$9.5K ﹤0.01%
1,026
79 80
81
82 83