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
101
$1.78M 0.22%
16,985
+4,182
102
$1.76M 0.22%
32,237
-2,100
103
$1.73M 0.21%
35,121
-24
104
$1.69M 0.21%
16,876
+1,130
105
$1.59M 0.2%
27,814
-8,329
106
$1.58M 0.2%
68,087
+13,023
107
$1.47M 0.18%
63,775
+5,295
108
$1.46M 0.18%
10,273
+2,706
109
$1.45M 0.18%
31,301
-2,362
110
$1.44M 0.18%
3,147
+469
111
$1.4M 0.17%
10,210
+2,069
112
$1.39M 0.17%
57,817
+7,287
113
$1.37M 0.17%
12,453
-624
114
$1.36M 0.17%
31,971
+4,259
115
$1.35M 0.17%
2,717
+295
116
$1.32M 0.16%
22,477
+500
117
$1.3M 0.16%
24,742
118
$1.3M 0.16%
2,751
-493
119
$1.28M 0.16%
37,170
+8,650
120
$1.28M 0.16%
25,305
+23,314
121
$1.25M 0.16%
8,237
+669
122
$1.23M 0.15%
6,311
+191
123
$1.23M 0.15%
39,518
+5,652
124
$1.2M 0.15%
+23,228
125
$1.2M 0.15%
19,279
+1,011
3 4
5
6 7