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
826
$44.4K 0.01%
819
+10
827
$44.4K 0.01%
1,360
828
$44.3K 0.01%
871
-158
829
$44K 0.01%
2,378
+661
830
$43.9K 0.01%
+1,713
831
$43.8K 0.01%
774
+12
832
$43.5K 0.01%
2,243
+710
833
$43.5K 0.01%
1,448
+289
834
$43.4K 0.01%
5,283
-8,173
835
$43.4K 0.01%
325
+41
836
$43.1K 0.01%
3,068
837
$43.1K 0.01%
923
+4
838
$43K 0.01%
722
-61
839
$42.7K 0.01%
608
+32
840
$42.6K 0.01%
4,532
+303
841
$42.6K 0.01%
3,622
+46
842
$42.5K 0.01%
1,088
+17
843
$42.5K 0.01%
654
-5
844
$42.5K 0.01%
421
+11
845
$42.4K 0.01%
1,310
+1,264
846
$42.3K 0.01%
446
847
$42.2K 0.01%
436
+217
848
$41.9K 0.01%
879
-97
849
$41.9K 0.01%
2,118
850
$41.7K 0.01%
4,783
32 33
34
35 36