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
576
$88.9K 0.01%
1,050
577
$88.8K 0.01%
4,076
578
$88.8K 0.01%
3,851
+2,069
579
$88.8K 0.01%
777
-171
580
$88.4K 0.01%
4,976
-1,815
581
$88.4K 0.01%
1,010
+18
582
$88.3K 0.01%
2,156
+24
583
$88.2K 0.01%
2,905
-794
584
$88.1K 0.01%
443
+25
585
$87.6K 0.01%
2,820
586
$87.3K 0.01%
+2,628
587
$87.2K 0.01%
1,146
+48
588
$86K 0.01%
3,836
-508
589
$85.9K 0.01%
1,146
+6
590
$85.8K 0.01%
1,825
-155
591
$85.5K 0.01%
650
+300
592
$85.5K 0.01%
1,299
-85
593
$85.2K 0.01%
100,316
594
$85K 0.01%
462
+89
595
$84.9K 0.01%
+2,879
596
$84.9K 0.01%
245
+40
597
$84.7K 0.01%
902
-55
598
$84.7K 0.01%
1,506
-34
599
$84.6K 0.01%
192
+68
600
$84.6K 0.01%
5,244
22 23
24
25 26