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
1101
$18.9K ﹤0.01%
479
+119
1102
$18.9K ﹤0.01%
136
-1,520
1103
$18.8K ﹤0.01%
539
+480
1104
$18.8K ﹤0.01%
257
1105
$18.7K ﹤0.01%
311
-71
1106
$18.6K ﹤0.01%
172
-133
1107
$18.5K ﹤0.01%
593
+320
1108
$18.5K ﹤0.01%
507
-183
1109
$18.5K ﹤0.01%
1,327
+33
1110
$18.4K ﹤0.01%
1,200
+380
1111
$18.4K ﹤0.01%
111
+51
1112
$18.3K ﹤0.01%
270
+54
1113
$18.1K ﹤0.01%
650
-196
1114
$18.1K ﹤0.01%
235
-7
1115
$18K ﹤0.01%
177
-4
1116
$18K ﹤0.01%
184
-76
1117
$17.9K ﹤0.01%
229
+14
1118
$17.9K ﹤0.01%
440
1119
$17.8K ﹤0.01%
2,285
+1,185
1120
$17.8K ﹤0.01%
305
+15
1121
$17.8K ﹤0.01%
464
+14
1122
$17.7K ﹤0.01%
1,300
-2,660
1123
$17.7K ﹤0.01%
152
-4
1124
$17.7K ﹤0.01%
1,574
+1,461
1125
$17.6K ﹤0.01%
1,550
-285
43 44
45
46 47