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
1051
$21.9K ﹤0.01%
532
1052
$21.8K ﹤0.01%
556
1053
$21.8K ﹤0.01%
963
1054
$21.8K ﹤0.01%
632
+229
1055
$21.8K ﹤0.01%
235
+28
1056
$21.7K ﹤0.01%
431
-108
1057
$21.7K ﹤0.01%
530
+158
1058
$21.6K ﹤0.01%
644
+126
1059
$21.5K ﹤0.01%
235
1060
$21.5K ﹤0.01%
1,036
1061
$21.2K ﹤0.01%
669
-449
1062
$21.1K ﹤0.01%
1,081
-97
1063
$21.1K ﹤0.01%
327
+220
1064
$21K ﹤0.01%
898
+640
1065
$21K ﹤0.01%
454
+91
1066
$21K ﹤0.01%
226
+12
1067
$21K ﹤0.01%
155
+9
1068
$20.9K ﹤0.01%
1,015
-993
1069
$20.9K ﹤0.01%
752
-26
1070
$20.9K ﹤0.01%
481
-21
1071
$20.6K ﹤0.01%
512
-82
1072
$20.6K ﹤0.01%
211
+90
1073
$20.5K ﹤0.01%
644
-721
1074
$20.5K ﹤0.01%
950
1075
$20.4K ﹤0.01%
1,040
-286
41 42
43
44 45