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
751
$56.3K 0.01%
184
-311
752
$56.2K 0.01%
621
753
$56.1K 0.01%
+1,153
754
$56.1K 0.01%
327
+4
755
$56K 0.01%
1,068
+39
756
$55.8K 0.01%
363
-258
757
$55.6K 0.01%
1,519
-6
758
$55.6K 0.01%
530
+17
759
$55.5K 0.01%
4,955
+1,100
760
$55.2K 0.01%
1,580
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761
$55.1K 0.01%
2,181
-541
762
$55K 0.01%
+2,100
763
$55K 0.01%
314
764
$54.8K 0.01%
868
-103
765
$54.6K 0.01%
2,353
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766
$54.5K 0.01%
234
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$54.4K 0.01%
1,348
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768
$54.4K 0.01%
1,223
-17
769
$54.2K 0.01%
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$54.1K 0.01%
468
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$53.9K 0.01%
1,416
-54
772
$53.9K 0.01%
407
-22
773
$53.7K 0.01%
225
+95
774
$53.7K 0.01%
419
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775
$53.7K 0.01%
8,312
29 30
31
32 33