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
476
$124K 0.02%
599
-12
477
$124K 0.02%
720
+444
478
$123K 0.02%
2,691
+73
479
$123K 0.02%
4,442
-212
480
$122K 0.02%
3,492
-192
481
$122K 0.02%
1,558
-223
482
$122K 0.02%
1,415
-239
483
$121K 0.02%
1,994
-28
484
$121K 0.02%
802
+692
485
$121K 0.02%
1,762
-406
486
$121K 0.02%
471
+36
487
$120K 0.02%
1,729
+95
488
$120K 0.01%
2,435
-155
489
$119K 0.01%
1,937
-139
490
$119K 0.01%
730
491
$118K 0.01%
172
+3
492
$118K 0.01%
236
+23
493
$118K 0.01%
2,128
+132
494
$118K 0.01%
1,042
+23
495
$117K 0.01%
1,355
+422
496
$117K 0.01%
625
+5
497
$116K 0.01%
736
+181
498
$115K 0.01%
1,610
499
$115K 0.01%
493
-10
500
$114K 0.01%
886
+35
18 19
20
21 22