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
901
$35.7K ﹤0.01%
215
-293
902
$35.6K ﹤0.01%
890
+15
903
$35.4K ﹤0.01%
156
904
$35.3K ﹤0.01%
1,326
+197
905
$35.3K ﹤0.01%
926
+55
906
$35.3K ﹤0.01%
+4,240
907
$35.2K ﹤0.01%
845
-4,524
908
$34.9K ﹤0.01%
6,604
+1,692
909
$34.8K ﹤0.01%
1,149
910
$34.7K ﹤0.01%
401
+42
911
$34.7K ﹤0.01%
3,442
-224
912
$34.6K ﹤0.01%
900
-157
913
$34.3K ﹤0.01%
26
+1
914
$34.1K ﹤0.01%
483
+29
915
$34.1K ﹤0.01%
592
916
$33.9K ﹤0.01%
2,300
+1,300
917
$33.9K ﹤0.01%
556
-169
918
$33.9K ﹤0.01%
474
+254
919
$33.7K ﹤0.01%
1,843
920
$33.7K ﹤0.01%
+228
921
$33.6K ﹤0.01%
4,028
922
$33.4K ﹤0.01%
6
923
$33.3K ﹤0.01%
101
-83
924
$33.3K ﹤0.01%
304
+27
925
$33.2K ﹤0.01%
559
+393
35 36
37
38 39