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
76
$2.72M 0.34%
44,881
+4,160
77
$2.67M 0.33%
16,101
-369
78
$2.63M 0.33%
6,430
+794
79
$2.63M 0.33%
32,801
-1,362
80
$2.61M 0.33%
16,444
-494
81
$2.58M 0.32%
227,807
+5,590
82
$2.56M 0.32%
16,508
-1,964
83
$2.54M 0.32%
+33,804
84
$2.53M 0.32%
56,793
-274
85
$2.46M 0.31%
49,132
+16,782
86
$2.44M 0.3%
10,841
-200
87
$2.44M 0.3%
51,084
+3,316
88
$2.43M 0.3%
23,071
+13,822
89
$2.31M 0.29%
46,373
+14,370
90
$2.27M 0.28%
53,775
-1,358
91
$2.26M 0.28%
70,296
-52,498
92
$2.26M 0.28%
39,894
+8,355
93
$2.24M 0.28%
37,469
+36,651
94
$2.23M 0.28%
38,076
-472
95
$2.21M 0.28%
35,443
+6,802
96
$2.11M 0.26%
89,527
+9,717
97
$2.05M 0.26%
16,082
+731
98
$1.93M 0.24%
61,258
+7,571
99
$1.92M 0.24%
39,600
-4,525
100
$1.78M 0.22%
70,996
-66
2 3
4
5 6