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
326
$262K 0.03%
2,097
+115
327
$257K 0.03%
2,412
-24
328
$257K 0.03%
3,013
+261
329
$257K 0.03%
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330
$255K 0.03%
24,098
+1,039
331
$253K 0.03%
5,388
-147
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$250K 0.03%
7,666
-1,859
333
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1,800
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334
$249K 0.03%
2,438
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335
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3,800
+1,350
336
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3,895
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337
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9,282
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338
$248K 0.03%
2,371
339
$248K 0.03%
2,985
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340
$247K 0.03%
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341
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342
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525
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343
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969
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344
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3,204
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345
$238K 0.03%
8,500
-23
346
$237K 0.03%
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347
$236K 0.03%
2,962
-23
348
$232K 0.03%
4,269
+106
349
$231K 0.03%
11,980
-4,278
350
$230K 0.03%
3,535
+335
12 13
14
15 16