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
1201
$14.8K ﹤0.01%
1,500
1202
$14.8K ﹤0.01%
900
+130
1203
$14.8K ﹤0.01%
374
1204
$14.8K ﹤0.01%
382
-93
1205
$14.7K ﹤0.01%
366
+106
1206
$14.6K ﹤0.01%
+334
1207
$14.6K ﹤0.01%
180
+99
1208
$14.6K ﹤0.01%
594
+177
1209
$14.5K ﹤0.01%
966
+925
1210
$14.5K ﹤0.01%
1,158
-12
1211
$14.5K ﹤0.01%
66
+36
1212
$14.4K ﹤0.01%
259
+157
1213
$14.3K ﹤0.01%
173
+18
1214
$14.3K ﹤0.01%
150
1215
$14.3K ﹤0.01%
769
+140
1216
$14.2K ﹤0.01%
462
+66
1217
$14.2K ﹤0.01%
1,240
-505
1218
$14.2K ﹤0.01%
1,049
+5
1219
$14.1K ﹤0.01%
129
-5
1220
$14.1K ﹤0.01%
1,145
+421
1221
$14.1K ﹤0.01%
259
-59
1222
$14.1K ﹤0.01%
167
-29
1223
$14K ﹤0.01%
152
-59
1224
$14K ﹤0.01%
293
1225
$14K ﹤0.01%
607
47 48
49
50 51