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
$803M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,619
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.66M
3
+$7.02M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.75M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.71M

Top Sells

1
+$4.86M
2
+$4.55M
3
+$1.69M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.04M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$773K

Sector Composition

1 Technology 10.14%
2 Financials 6.6%
3 Consumer Discretionary 6.3%
4 Industrials 4.31%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$400K 0.05%
1,798
-211
252
$398K 0.05%
1,394
-167
253
$397K 0.05%
1,775
+68
254
$393K 0.05%
3,655
+17
255
$393K 0.05%
2,200
-18
256
$392K 0.05%
12,406
+4,862
257
$390K 0.05%
7,787
-370
258
$387K 0.05%
3,714
-612
259
$387K 0.05%
1,961
-221
260
$387K 0.05%
7,842
+320
261
$386K 0.05%
11,306
+472
262
$383K 0.05%
5,491
+1,043
263
$377K 0.05%
10,037
-59
264
$374K 0.05%
1,124
-8
265
$370K 0.05%
2,967
+1,693
266
$368K 0.05%
1,654
+5
267
$367K 0.05%
796
-27
268
$366K 0.05%
2,531
-56
269
$365K 0.05%
519
+9
270
$364K 0.05%
8,763
-1,737
271
$360K 0.04%
17,424
-20
272
$355K 0.04%
3,558
+50
273
$354K 0.04%
14,953
+550
274
$345K 0.04%
4,623
+4,170
275
$345K 0.04%
3,279
+18
9 10
11
12 13