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
1001
$25.2K ﹤0.01%
1,626
+883
1002
$25.2K ﹤0.01%
177
-87
1003
$24.8K ﹤0.01%
839
+19
1004
$24.8K ﹤0.01%
1,991
-301
1005
$24.7K ﹤0.01%
143
+2
1006
$24.6K ﹤0.01%
415
+15
1007
$24.3K ﹤0.01%
495
-15
1008
$24.2K ﹤0.01%
209
-113
1009
$23.9K ﹤0.01%
360
-627
1010
$23.9K ﹤0.01%
3,397
-850
1011
$23.8K ﹤0.01%
392
+321
1012
$23.7K ﹤0.01%
666
1013
$23.6K ﹤0.01%
693
1014
$23.6K ﹤0.01%
648
-2
1015
$23.5K ﹤0.01%
256
+65
1016
$23.4K ﹤0.01%
661
1017
$23.3K ﹤0.01%
900
-175
1018
$23.3K ﹤0.01%
183
+6
1019
$23.2K ﹤0.01%
386
+14
1020
$23.2K ﹤0.01%
642
-110
1021
$23.1K ﹤0.01%
1,000
-32
1022
$23.1K ﹤0.01%
1,655
+15
1023
$23.1K ﹤0.01%
520
+500
1024
$23.1K ﹤0.01%
908
1025
$23.1K ﹤0.01%
8,180
+83
39 40
41
42 43