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
526
$107K 0.01%
1,686
+348
527
$107K 0.01%
1,974
-28
528
$106K 0.01%
2,299
-108
529
$106K 0.01%
4,253
+1,027
530
$106K 0.01%
4,252
+151
531
$105K 0.01%
913
+863
532
$105K 0.01%
2,943
+416
533
$105K 0.01%
2,492
+88
534
$104K 0.01%
1,174
-51
535
$104K 0.01%
795
-196
536
$104K 0.01%
1,056
+23
537
$104K 0.01%
2,750
-300
538
$103K 0.01%
773
+202
539
$103K 0.01%
1,908
-1
540
$102K 0.01%
1,429
+109
541
$102K 0.01%
4,073
+284
542
$102K 0.01%
3,260
543
$102K 0.01%
1,870
544
$102K 0.01%
1,395
+27
545
$101K 0.01%
1,063
-22
546
$101K 0.01%
866
+217
547
$99.7K 0.01%
1,095
548
$99.3K 0.01%
935
-330
549
$98.1K 0.01%
1,960
-269
550
$97.3K 0.01%
1,480
+83
20 21
22
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