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
976
$27.3K ﹤0.01%
+761
977
$27.2K ﹤0.01%
+574
978
$27.1K ﹤0.01%
205
979
$26.8K ﹤0.01%
281
-90
980
$26.7K ﹤0.01%
378
-38
981
$26.7K ﹤0.01%
323
+13
982
$26.6K ﹤0.01%
374
983
$26.5K ﹤0.01%
2,925
+1,125
984
$26.5K ﹤0.01%
9,995
+882
985
$26.3K ﹤0.01%
1,514
+906
986
$26.3K ﹤0.01%
114
+54
987
$26.3K ﹤0.01%
1,323
+910
988
$26.2K ﹤0.01%
415
-86
989
$26.2K ﹤0.01%
1,467
-164
990
$26.2K ﹤0.01%
472
+68
991
$26.1K ﹤0.01%
471
-211
992
$25.9K ﹤0.01%
645
+126
993
$25.9K ﹤0.01%
343
+220
994
$25.8K ﹤0.01%
4,308
+2,500
995
$25.7K ﹤0.01%
599
+536
996
$25.6K ﹤0.01%
650
+410
997
$25.5K ﹤0.01%
284
-144
998
$25.4K ﹤0.01%
1,080
+881
999
$25.3K ﹤0.01%
1,075
-130
1000
$25.2K ﹤0.01%
322
+110
38 39
40
41 42