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
26
$7.28M 0.91%
236,369
+12,685
27
$6.56M 0.82%
2,668
+230
28
$6.29M 0.78%
38,545
+1,391
29
$6.19M 0.77%
243,017
+52,415
30
$6.02M 0.75%
72,730
+57,577
31
$5.71M 0.71%
+69,543
32
$5.65M 0.7%
27,642
+6,709
33
$5.33M 0.66%
101,558
+990
34
$5.31M 0.66%
21,970
+1,222
35
$5.28M 0.66%
30,113
+9,797
36
$5.22M 0.65%
50,577
+10,782
37
$5.17M 0.64%
17,512
+250
38
$4.64M 0.58%
37,752
+276
39
$4.61M 0.57%
52,537
+2,709
40
$4.49M 0.56%
69,970
+2,650
41
$4.46M 0.55%
78,489
+11,770
42
$4.39M 0.55%
42,236
+3,737
43
$4.32M 0.54%
44,257
+3,606
44
$4.26M 0.53%
38,612
+37,647
45
$4.25M 0.53%
78,626
+13,468
46
$4.25M 0.53%
126,805
-5,370
47
$4.16M 0.52%
+579,511
48
$4.12M 0.51%
168,747
+11,679
49
$4.1M 0.51%
130,329
+53,659
50
$4.06M 0.51%
91,421
1
2
3 4 5