EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$8.53M
3
+$6.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.63M

Top Sells

1
+$5.19M
2
+$4.38M
3
+$1.82M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.02M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$760K

Sector Composition

1 Technology 10.14%
2 Financials 6.61%
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
476
$124K 0.02%
599
-12
477
$124K 0.02%
720
+444
478
$123K 0.02%
2,691
+73
479
$123K 0.02%
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$122K 0.02%
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1,558
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482
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485
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486
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471
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487
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1,729
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488
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2,435
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$119K 0.01%
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490
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730
491
$118K 0.01%
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625
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$116K 0.01%
736
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$115K 0.01%
1,610
499
$115K 0.01%
493
-10
500
$114K 0.01%
886
+35
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