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
1076
$20.4K ﹤0.01%
269
+21
1077
$20.4K ﹤0.01%
405
-241
1078
$20.4K ﹤0.01%
380
-1,180
1079
$20.3K ﹤0.01%
376
+251
1080
$20.3K ﹤0.01%
296
-44
1081
$20.3K ﹤0.01%
5,334
+122
1082
$20.2K ﹤0.01%
260
-714
1083
$19.8K ﹤0.01%
+757
1084
$19.7K ﹤0.01%
701
1085
$19.7K ﹤0.01%
167
-53
1086
$19.6K ﹤0.01%
149
+139
1087
$19.6K ﹤0.01%
75
-6
1088
$19.6K ﹤0.01%
536
-133
1089
$19.6K ﹤0.01%
107
1090
$19.5K ﹤0.01%
+505
1091
$19.5K ﹤0.01%
311
-124
1092
$19.4K ﹤0.01%
1,564
+64
1093
$19.3K ﹤0.01%
115
+63
1094
$19.2K ﹤0.01%
592
-107
1095
$19.2K ﹤0.01%
356
+200
1096
$19.2K ﹤0.01%
292
+96
1097
$19.1K ﹤0.01%
64
-38
1098
$19.1K ﹤0.01%
297
+18
1099
$19K ﹤0.01%
2,977
+609
1100
$19K ﹤0.01%
845
-50
42 43
44
45 46