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
776
$53.2K 0.01%
1,221
777
$52.7K 0.01%
879
+194
778
$52.7K 0.01%
450
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779
$52.7K 0.01%
2,360
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$52.6K 0.01%
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781
$52.5K 0.01%
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782
$52.5K 0.01%
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783
$52K 0.01%
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784
$52K 0.01%
717
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785
$51.8K 0.01%
768
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$51.6K 0.01%
478
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787
$51.4K 0.01%
2,134
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788
$50.9K 0.01%
519
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789
$50.8K 0.01%
241
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790
$50.8K 0.01%
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$50.1K 0.01%
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795
$50K 0.01%
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$49.4K 0.01%
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797
$49.3K 0.01%
2,021
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798
$49.3K 0.01%
366
799
$49.1K 0.01%
526
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800
$49.1K 0.01%
12,450
-9,667
30 31
32
33 34