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
926
$33.1K ﹤0.01%
262
927
$33.1K ﹤0.01%
239
-17
928
$32.9K ﹤0.01%
212
929
$32.9K ﹤0.01%
415
+4
930
$32.9K ﹤0.01%
1,454
+750
931
$32.8K ﹤0.01%
83
-1
932
$32.7K ﹤0.01%
171
+101
933
$32.7K ﹤0.01%
930
-141
934
$32.6K ﹤0.01%
925
+176
935
$32.6K ﹤0.01%
122
+118
936
$32.6K ﹤0.01%
170
+109
937
$32.5K ﹤0.01%
750
-636
938
$32.5K ﹤0.01%
+1,140
939
$32.4K ﹤0.01%
463
+410
940
$32K ﹤0.01%
360
+60
941
$31.8K ﹤0.01%
2,841
-359
942
$31.8K ﹤0.01%
3,307
+62
943
$31.4K ﹤0.01%
1,959
-89
944
$31.4K ﹤0.01%
816
-228
945
$31.1K ﹤0.01%
1,037
946
$31.1K ﹤0.01%
569
+193
947
$31K ﹤0.01%
+916
948
$30.9K ﹤0.01%
95
949
$30.9K ﹤0.01%
492
+394
950
$30.9K ﹤0.01%
423
-644
36 37
38
39 40