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
701
$62.8K 0.01%
565
+8
702
$62.7K 0.01%
1,078
-45
703
$62.6K 0.01%
495
-87
704
$62.5K 0.01%
1,907
-75
705
$62.4K 0.01%
+1,985
706
$62.4K 0.01%
3,553
+61
707
$62.3K 0.01%
14,943
+11,379
708
$62.3K 0.01%
1,073
709
$62.2K 0.01%
3,515
+143
710
$62.1K 0.01%
977
-30
711
$62.1K 0.01%
697
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712
$62.1K 0.01%
1,079
+109
713
$62K 0.01%
401
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714
$61.9K 0.01%
648
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715
$61.2K 0.01%
3,599
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716
$61.1K 0.01%
396
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717
$61K 0.01%
2,631
-131
718
$60.6K 0.01%
1,473
719
$60.5K 0.01%
2,864
+75
720
$60.4K 0.01%
955
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721
$60.4K 0.01%
5,471
+1,426
722
$60.3K 0.01%
627
-279
723
$60K 0.01%
1,008
-60
724
$60K 0.01%
2,035
+176
725
$59.9K 0.01%
930
27 28
29
30 31