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
601
$84.5K 0.01%
294
-36
602
$84.4K 0.01%
1,342
+2
603
$84.4K 0.01%
7,920
+370
604
$84.4K 0.01%
2,102
+140
605
$84.3K 0.01%
399
+15
606
$83.4K 0.01%
19,406
607
$83.3K 0.01%
365
+213
608
$83.1K 0.01%
1,166
+123
609
$82.7K 0.01%
231
+1
610
$82.3K 0.01%
22,313
+2,100
611
$82.3K 0.01%
749
+48
612
$82.2K 0.01%
2,114
+24
613
$82.2K 0.01%
1,057
-53
614
$81.5K 0.01%
1,775
+288
615
$81.5K 0.01%
1,055
+194
616
$81.2K 0.01%
533
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617
$81.2K 0.01%
1,263
-153
618
$81K 0.01%
6,789
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619
$80.5K 0.01%
533
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620
$80.4K 0.01%
2,154
-112
621
$80.3K 0.01%
1,776
+426
622
$80.2K 0.01%
2,941
+2,850
623
$80K 0.01%
1,265
624
$79.9K 0.01%
856
-60
625
$79.8K 0.01%
279
-150
23 24
25
26 27