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
376
$190K 0.02%
646
-75
377
$189K 0.02%
4,235
-9
378
$188K 0.02%
735
-2
379
$188K 0.02%
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6,249
-2,405
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-7
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$185K 0.02%
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383
$184K 0.02%
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$183K 0.02%
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385
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-806
386
$181K 0.02%
29,856
-8,200
387
$181K 0.02%
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-13
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2,121
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390
$178K 0.02%
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$175K 0.02%
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395
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13,941
-9,161
396
$173K 0.02%
847
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1,058
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398
$171K 0.02%
479
-33
399
$170K 0.02%
3,545
+34
400
$170K 0.02%
9,705
-4,530
14 15
16
17 18