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
801
$49K 0.01%
1,346
-2,209
802
$48.9K 0.01%
3,066
-144
803
$48.7K 0.01%
304
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804
$48.6K 0.01%
995
805
$47.9K 0.01%
361
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806
$47.6K 0.01%
84
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807
$47.6K 0.01%
1,084
808
$47.6K 0.01%
1,537
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809
$47.4K 0.01%
739
-114
810
$47.4K 0.01%
660
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811
$47.2K 0.01%
668
-129
812
$46.7K 0.01%
285
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813
$46.7K 0.01%
628
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814
$46.4K 0.01%
319
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815
$46.4K 0.01%
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$45.9K 0.01%
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819
$45.8K 0.01%
685
-311
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$45.7K 0.01%
4,055
-407
821
$45.6K 0.01%
322
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822
$45.4K 0.01%
562
823
$45K 0.01%
245
+4
824
$44.9K 0.01%
+547
825
$44.6K 0.01%
251
-32
31 32
33
34 35