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
451
$142K 0.02%
4,672
+26
452
$141K 0.02%
626
+30
453
$140K 0.02%
1,728
-246
454
$139K 0.02%
2,423
+59
455
$139K 0.02%
900
-81
456
$137K 0.02%
398
+5
457
$135K 0.02%
931
-6
458
$135K 0.02%
2,675
-13
459
$134K 0.02%
12,235
460
$134K 0.02%
1,516
-7,029
461
$133K 0.02%
921
-139
462
$132K 0.02%
1,211
+12
463
$131K 0.02%
4,938
-49
464
$130K 0.02%
2,397
-35
465
$130K 0.02%
3,180
-158
466
$130K 0.02%
3,971
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467
$128K 0.02%
1,343
+1,113
468
$127K 0.02%
2,503
-66
469
$127K 0.02%
3,526
+3,021
470
$127K 0.02%
3,101
+582
471
$126K 0.02%
11,450
472
$126K 0.02%
1,935
+37
473
$125K 0.02%
7,674
+726
474
$124K 0.02%
5,832
-373
475
$124K 0.02%
4,223
-12,084
17 18
19
20 21