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
2051
$9K ﹤0.01%
500
2052
$9K ﹤0.01%
314
+37
2053
$8.99K ﹤0.01%
126
-22
2054
$8.97K ﹤0.01%
555
+265
2055
$8.96K ﹤0.01%
683
+100
2056
$8.9K ﹤0.01%
90
-74
2057
$8.9K ﹤0.01%
373
2058
$8.89K ﹤0.01%
1,076
-42
2059
$8.89K ﹤0.01%
254
+1
2060
$8.89K ﹤0.01%
145
+3
2061
$8.88K ﹤0.01%
2,940
2062
$8.88K ﹤0.01%
67
-7
2063
$8.87K ﹤0.01%
+98
2064
$8.86K ﹤0.01%
172
+107
2065
$8.85K ﹤0.01%
446
-99
2066
$8.85K ﹤0.01%
728
+549
2067
$8.84K ﹤0.01%
761
-314
2068
$8.82K ﹤0.01%
+98
2069
$8.77K ﹤0.01%
+71
2070
$8.77K ﹤0.01%
106
-1
2071
$8.76K ﹤0.01%
700
2072
$8.72K ﹤0.01%
1,839
-385
2073
$8.71K ﹤0.01%
269
-292
2074
$8.7K ﹤0.01%
123
+9
2075
$8.65K ﹤0.01%
590
81 82
83
84 85