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
351
$228K 0.03%
406
-3
352
$227K 0.03%
3,255
-3
353
$224K 0.03%
580
+98
354
$222K 0.03%
15,824
-21,080
355
$221K 0.03%
2,432
-109
356
$220K 0.03%
2,357
+134
357
$215K 0.03%
81
-6
358
$213K 0.03%
3,412
-187
359
$212K 0.03%
9,834
-4,417
360
$211K 0.03%
+5,098
361
$211K 0.03%
935
+62
362
$208K 0.03%
1,541
-408
363
$208K 0.03%
2,811
+630
364
$207K 0.03%
5,509
+21
365
$206K 0.03%
3,936
+2
366
$204K 0.03%
+4,924
367
$204K 0.03%
2,678
-177
368
$204K 0.03%
10,689
369
$204K 0.03%
665
-28
370
$203K 0.03%
5,526
+289
371
$199K 0.02%
5,222
372
$199K 0.02%
5,047
-5,350
373
$197K 0.02%
27,954
-48
374
$191K 0.02%
15,061
+12,791
375
$190K 0.02%
3,671
+128
13 14
15
16 17