We are live on ! Find out more
EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$803M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,619
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.53M
3
+$6.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.63M

Top Sells

1
+$5.19M
2
+$4.38M
3
+$1.82M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.02M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$760K

Sector Composition

1 Technology 10.14%
2 Financials 6.61%
3 Consumer Discretionary 6.3%
4 Industrials 4.32%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-455
2502
– –
0
2503
– –
-21
2504
– –
-25
2505
– –
-571
2506
– –
-1,500
2507
– –
0
2508
– –
-192
2509
– –
-376
2510
– –
-97
2511
– –
-30
2512
– –
-36
2513
– –
-80
2514
– –
-404
2515
– –
-1,009
2516
– –
-80
2517
– –
-168
2518
– –
-1,248
2519
– –
-50
2520
– –
-459
2521
– –
-65
2522
– –
-25
2523
– –
-25
2524
– –
-28
2525
– –
-44
99 100
101
102 103