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
626
$79.6K 0.01%
666
-53
627
$79.4K 0.01%
2,041
+131
628
$79.1K 0.01%
+2,838
629
$78.9K 0.01%
3,291
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630
$78.8K 0.01%
1,330
-448
631
$78.1K 0.01%
1,039
-309
632
$78.1K 0.01%
496
-14
633
$77.8K 0.01%
2,237
-400
634
$77K 0.01%
5,101
-374
635
$76.9K 0.01%
775
-51
636
$75.7K 0.01%
250
+60
637
$75.7K 0.01%
127
638
$75.3K 0.01%
1,674
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639
$75.3K 0.01%
992
-6,459
640
$75.3K 0.01%
1,465
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$74.9K 0.01%
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$74.8K 0.01%
784
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$74.4K 0.01%
838
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644
$74.2K 0.01%
1,974
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645
$74.2K 0.01%
1,810
646
$74.1K 0.01%
1,187
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647
$74.1K 0.01%
148
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648
$73.5K 0.01%
2,687
+120
649
$73.4K 0.01%
1,313
-766
650
$73.4K 0.01%
1,347
+23
24 25
26
27 28