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
876
$39K ﹤0.01%
1,668
+1,000
877
$38.5K ﹤0.01%
390
878
$38.5K ﹤0.01%
10,000
879
$38.5K ﹤0.01%
790
+67
880
$38.4K ﹤0.01%
1,220
+56
881
$38.4K ﹤0.01%
1,105
-369
882
$38.4K ﹤0.01%
2,157
-389
883
$38.2K ﹤0.01%
173
+70
884
$38K ﹤0.01%
461
+13
885
$38K ﹤0.01%
1,054
+48
886
$37.7K ﹤0.01%
1,089
-603
887
$37.5K ﹤0.01%
691
888
$37.2K ﹤0.01%
1,666
889
$36.8K ﹤0.01%
136
-37
890
$36.8K ﹤0.01%
215
891
$36.7K ﹤0.01%
24
+6
892
$36.7K ﹤0.01%
561
893
$36.5K ﹤0.01%
1,129
+1,080
894
$36.5K ﹤0.01%
780
895
$36.5K ﹤0.01%
916
+62
896
$36.5K ﹤0.01%
663
+127
897
$36.2K ﹤0.01%
992
+32
898
$36K ﹤0.01%
130
-35
899
$36K ﹤0.01%
1,058
-159
900
$35.7K ﹤0.01%
244
+10
34 35
36
37 38