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
51
$4.05M 0.5%
40,049
-119
52
$3.93M 0.49%
65,625
+317
53
$3.84M 0.48%
18,752
+624
54
$3.77M 0.47%
28,134
-286
55
$3.66M 0.46%
47,669
+8,810
56
$3.64M 0.45%
44,061
+8,059
57
$3.64M 0.45%
36,667
+775
58
$3.63M 0.45%
51,207
+323
59
$3.62M 0.45%
29,300
+1,433
60
$3.5M 0.44%
45,604
+9,538
61
$3.48M 0.43%
32,679
+589
62
$3.38M 0.42%
104,871
-186
63
$3.36M 0.42%
122,294
-1,643
64
$3.28M 0.41%
25,167
-1,417
65
$3.24M 0.4%
69,100
+14,420
66
$3.13M 0.39%
15,107
+8,774
67
$3.13M 0.39%
+73,304
68
$3.07M 0.38%
+60,939
69
$2.99M 0.37%
9,144
+351
70
$2.88M 0.36%
31,301
+3,110
71
$2.84M 0.35%
12,424
+1,769
72
$2.83M 0.35%
6,894
-628
73
$2.8M 0.35%
13,218
+1,587
74
$2.79M 0.35%
+98,507
75
$2.78M 0.35%
100,240
+46,820
1 2
3
4 5