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
1026
$23K ﹤0.01%
185
-203
1027
$23K ﹤0.01%
+5,182
1028
$22.9K ﹤0.01%
+843
1029
$22.9K ﹤0.01%
209
-612
1030
$22.9K ﹤0.01%
203
-211
1031
$22.9K ﹤0.01%
546
-202
1032
$22.8K ﹤0.01%
1,170
1033
$22.7K ﹤0.01%
92
+1
1034
$22.7K ﹤0.01%
207
-569
1035
$22.7K ﹤0.01%
3,925
+392
1036
$22.7K ﹤0.01%
237
+8
1037
$22.6K ﹤0.01%
805
-317
1038
$22.6K ﹤0.01%
339
-57
1039
$22.6K ﹤0.01%
+1,022
1040
$22.4K ﹤0.01%
2,146
+75
1041
$22.4K ﹤0.01%
534
+166
1042
$22.4K ﹤0.01%
884
-278
1043
$22.2K ﹤0.01%
199
-179
1044
$22.1K ﹤0.01%
307
+24
1045
$22.1K ﹤0.01%
396
1046
$22.1K ﹤0.01%
971
-275
1047
$21.9K ﹤0.01%
2,321
-1,449
1048
$21.9K ﹤0.01%
1,040
1049
$21.9K ﹤0.01%
822
+88
1050
$21.9K ﹤0.01%
1,044
40 41
42
43 44