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
401
$170K 0.02%
2,028
-55
402
$168K 0.02%
393
-40
403
$168K 0.02%
2,524
+116
404
$168K 0.02%
862
+88
405
$167K 0.02%
1,183
+1
406
$167K 0.02%
20,892
-1,375
407
$166K 0.02%
5,090
408
$166K 0.02%
2,813
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409
$166K 0.02%
8,351
+247
410
$165K 0.02%
1,261
-634
411
$165K 0.02%
4,176
412
$163K 0.02%
830
+245
413
$162K 0.02%
2,387
+2,180
414
$160K 0.02%
2,625
+647
415
$159K 0.02%
585
+578
416
$159K 0.02%
653
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417
$158K 0.02%
410
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$158K 0.02%
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419
$157K 0.02%
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420
$157K 0.02%
10,141
+3,714
421
$157K 0.02%
69,764
+39,842
422
$156K 0.02%
592
-30
423
$156K 0.02%
1,870
424
$156K 0.02%
4,317
+3,843
425
$156K 0.02%
1,772
-205
15 16
17
18 19