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
651
$72.5K 0.01%
608
+486
652
$72.5K 0.01%
2,292
653
$72.3K 0.01%
646
+493
654
$72.2K 0.01%
2,634
+974
655
$72.2K 0.01%
9,532
+260
656
$72.1K 0.01%
3,141
+3,110
657
$72K 0.01%
2,390
-17
658
$72K 0.01%
516
+91
659
$72K 0.01%
290
-29
660
$71.7K 0.01%
2,167
-46
661
$71.5K 0.01%
367
-14
662
$71.5K 0.01%
1,386
+144
663
$70.9K 0.01%
1,839
+137
664
$70.8K 0.01%
6,745
-73
665
$70.7K 0.01%
278
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666
$70.7K 0.01%
2,430
-657
667
$70.1K 0.01%
2,813
-31,017
668
$70.1K 0.01%
488
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669
$69.9K 0.01%
2,037
-302
670
$69.5K 0.01%
1,865
671
$68.6K 0.01%
1,117
+114
672
$68.6K 0.01%
2,149
+907
673
$68.4K 0.01%
2,741
+118
674
$68.3K 0.01%
502
-7
675
$67.8K 0.01%
1,303
+133
25 26
27
28 29