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
1176
$15.8K ﹤0.01%
851
1177
$15.8K ﹤0.01%
2,106
1178
$15.7K ﹤0.01%
118
+68
1179
$15.7K ﹤0.01%
2,038
1180
$15.7K ﹤0.01%
194
+24
1181
$15.6K ﹤0.01%
412
+338
1182
$15.6K ﹤0.01%
+178
1183
$15.5K ﹤0.01%
58
-9
1184
$15.5K ﹤0.01%
+3,306
1185
$15.5K ﹤0.01%
1,300
1186
$15.5K ﹤0.01%
706
-60
1187
$15.5K ﹤0.01%
61
+2
1188
$15.4K ﹤0.01%
839
+80
1189
$15.4K ﹤0.01%
159
+11
1190
$15.4K ﹤0.01%
140
-3
1191
$15.3K ﹤0.01%
304
+146
1192
$15.3K ﹤0.01%
139
1193
$15.3K ﹤0.01%
349
-638
1194
$15K ﹤0.01%
1,880
1195
$15K ﹤0.01%
150
1196
$15K ﹤0.01%
150
1197
$14.9K ﹤0.01%
879
-411
1198
$14.9K ﹤0.01%
306
+117
1199
$14.8K ﹤0.01%
393
+194
1200
$14.8K ﹤0.01%
769
-21
46 47
48
49 50