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
951
$30.5K ﹤0.01%
156
+12
952
$30.3K ﹤0.01%
1,085
953
$30.2K ﹤0.01%
765
-94
954
$30K ﹤0.01%
579
+3
955
$30K ﹤0.01%
370
-24
956
$29.8K ﹤0.01%
352
+17
957
$29.7K ﹤0.01%
417
+29
958
$29.3K ﹤0.01%
1,155
-766
959
$29.2K ﹤0.01%
362
+328
960
$29K ﹤0.01%
661
-46
961
$29K ﹤0.01%
1,757
+728
962
$28.9K ﹤0.01%
349
-199
963
$28.7K ﹤0.01%
1,027
+96
964
$28.7K ﹤0.01%
1,747
-97
965
$28.5K ﹤0.01%
451
-496
966
$28.2K ﹤0.01%
165
+9
967
$28.1K ﹤0.01%
580
+148
968
$28K ﹤0.01%
347
-8
969
$28K ﹤0.01%
914
970
$27.8K ﹤0.01%
425
+59
971
$27.7K ﹤0.01%
642
+10
972
$27.7K ﹤0.01%
2,901
+77
973
$27.6K ﹤0.01%
232
-208
974
$27.4K ﹤0.01%
+2,200
975
$27.3K ﹤0.01%
286
-45
37 38
39
40 41