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
501
$114K 0.01%
2,956
+541
502
$114K 0.01%
1,239
+509
503
$114K 0.01%
1,183
+57
504
$113K 0.01%
13,486
+5,350
505
$113K 0.01%
1,241
506
$113K 0.01%
116
-11
507
$112K 0.01%
1,393
+42
508
$111K 0.01%
13,586
-1,626
509
$111K 0.01%
+4,513
510
$111K 0.01%
491
+148
511
$110K 0.01%
4,031
-41
512
$110K 0.01%
943
-3
513
$109K 0.01%
4,152
514
$109K 0.01%
1,232
+362
515
$109K 0.01%
13,433
-94
516
$109K 0.01%
946
+18
517
$109K 0.01%
148
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518
$109K 0.01%
4,033
+37
519
$109K 0.01%
2,200
-21
520
$109K 0.01%
8,614
+695
521
$108K 0.01%
12,231
+449
522
$108K 0.01%
1,575
+15
523
$107K 0.01%
892
+174
524
$107K 0.01%
1,255
+265
525
$107K 0.01%
5,745
+3,638
19 20
21
22 23