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
676
$67.8K 0.01%
16,500
677
$67.5K 0.01%
866
-269
678
$67.2K 0.01%
590
+18
679
$66.8K 0.01%
1,467
680
$66.2K 0.01%
1,563
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681
$66.1K 0.01%
758
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$65.8K 0.01%
1,165
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683
$65.6K 0.01%
2,581
+1,420
684
$65.6K 0.01%
516
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685
$65.2K 0.01%
688
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686
$65.1K 0.01%
1,577
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687
$65K 0.01%
1,119
-1,046
688
$64.8K 0.01%
1,118
-196
689
$64.7K 0.01%
4,518
690
$64.5K 0.01%
2,649
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691
$64.2K 0.01%
1,865
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692
$64.1K 0.01%
308
-6
693
$63.7K 0.01%
2,549
-191
694
$63.7K 0.01%
282
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695
$63.4K 0.01%
14,753
+248
696
$63.4K 0.01%
1,400
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697
$63.4K 0.01%
2,916
+201
698
$63.3K 0.01%
663
+24
699
$63.3K 0.01%
1,591
-15
700
$63.1K 0.01%
573
-6
26 27
28
29 30