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
1151
$16.6K ﹤0.01%
+759
1152
$16.5K ﹤0.01%
712
+273
1153
$16.5K ﹤0.01%
480
-143
1154
$16.4K ﹤0.01%
523
+418
1155
$16.3K ﹤0.01%
134
-5
1156
$16.3K ﹤0.01%
+2,000
1157
$16.3K ﹤0.01%
295
+184
1158
$16.3K ﹤0.01%
925
-177
1159
$16.2K ﹤0.01%
847
+444
1160
$16.2K ﹤0.01%
1,627
-280
1161
$16.2K ﹤0.01%
325
1162
$16.1K ﹤0.01%
273
+72
1163
$16K ﹤0.01%
422
-108
1164
$16K ﹤0.01%
43
+10
1165
$16K ﹤0.01%
3,191
-961
1166
$16K ﹤0.01%
221
+55
1167
$16K ﹤0.01%
216
-535
1168
$15.9K ﹤0.01%
131
+108
1169
$15.9K ﹤0.01%
756
-471
1170
$15.9K ﹤0.01%
1,200
1171
$15.8K ﹤0.01%
904
-313
1172
$15.8K ﹤0.01%
193
+151
1173
$15.8K ﹤0.01%
570
-88
1174
$15.8K ﹤0.01%
69
+17
1175
$15.8K ﹤0.01%
491
45 46
47
48 49