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
551
$97.1K 0.01%
1,468
-319
552
$96.1K 0.01%
779
553
$96K 0.01%
2,125
+6
554
$95.8K 0.01%
8,348
-442
555
$95.6K 0.01%
1,585
-96
556
$94.9K 0.01%
3,818
+489
557
$94K 0.01%
3,301
+589
558
$93.9K 0.01%
524
+10
559
$93.9K 0.01%
5,434
+194
560
$93.3K 0.01%
3,987
-50
561
$93.2K 0.01%
1,469
+165
562
$92.8K 0.01%
1,455
+159
563
$92.6K 0.01%
486
-29
564
$92.3K 0.01%
5,706
+4,910
565
$92.1K 0.01%
1,780
+82
566
$91.2K 0.01%
3,890
+2,812
567
$90.9K 0.01%
1,494
-16
568
$90.7K 0.01%
3,317
+126
569
$90.6K 0.01%
4,995
+2,935
570
$90.1K 0.01%
5,656
-12,096
571
$90K 0.01%
230
+4
572
$89.8K 0.01%
2,024
-18
573
$89.8K 0.01%
2,214
+647
574
$89.7K 0.01%
721
-11
575
$88.9K 0.01%
2,733
+1,197
21 22
23
24 25