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
1126
$17.6K ﹤0.01%
614
-292
1127
$17.6K ﹤0.01%
302
-6
1128
$17.5K ﹤0.01%
238
-6
1129
$17.5K ﹤0.01%
220
-46
1130
$17.5K ﹤0.01%
1,800
-125
1131
$17.4K ﹤0.01%
2,063
+813
1132
$17.4K ﹤0.01%
241
+36
1133
$17.4K ﹤0.01%
220
+147
1134
$17.3K ﹤0.01%
785
+758
1135
$17.3K ﹤0.01%
147
+3
1136
$17.3K ﹤0.01%
+2,907
1137
$17.3K ﹤0.01%
1,650
1138
$17.2K ﹤0.01%
101
-115
1139
$17.1K ﹤0.01%
97
+8
1140
$17.1K ﹤0.01%
393
+148
1141
$17.1K ﹤0.01%
316
-60
1142
$17K ﹤0.01%
249
-155
1143
$17K ﹤0.01%
793
-6,212
1144
$16.9K ﹤0.01%
400
1145
$16.8K ﹤0.01%
80
1146
$16.8K ﹤0.01%
1,350
1147
$16.8K ﹤0.01%
199
-11
1148
$16.7K ﹤0.01%
77
+43
1149
$16.6K ﹤0.01%
325
1150
$16.6K ﹤0.01%
1,196
-299
44 45
46
47 48