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
851
$41.7K 0.01%
208
852
$41.4K 0.01%
640
853
$41.3K 0.01%
773
-123
854
$41.3K 0.01%
665
+8
855
$41.1K 0.01%
904
+84
856
$41K 0.01%
414
-916
857
$41K 0.01%
708
+690
858
$40.9K 0.01%
2,140
+130
859
$40.8K 0.01%
523
-9
860
$40.7K 0.01%
335
-5
861
$40.6K 0.01%
594
+16
862
$40.6K 0.01%
219
-23
863
$40.3K 0.01%
950
+579
864
$40.3K 0.01%
310
-29
865
$40.1K 0.01%
5,169
866
$40K 0.01%
547
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867
$40K 0.01%
1,961
868
$39.9K 0.01%
2,172
-766
869
$39.9K 0.01%
2,493
-1,054
870
$39.7K ﹤0.01%
868
871
$39.6K ﹤0.01%
+1,718
872
$39.6K ﹤0.01%
1,019
+70
873
$39.5K ﹤0.01%
1,127
+52
874
$39.4K ﹤0.01%
584
-1
875
$39.4K ﹤0.01%
250
-22
33 34
35
36 37