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
1226
$14K ﹤0.01%
1,235
-28
1227
$13.9K ﹤0.01%
530
+127
1228
$13.9K ﹤0.01%
1,158
1229
$13.8K ﹤0.01%
156
+27
1230
$13.8K ﹤0.01%
803
+96
1231
$13.7K ﹤0.01%
104
+2
1232
$13.7K ﹤0.01%
487
-159
1233
$13.6K ﹤0.01%
125
-5
1234
$13.5K ﹤0.01%
605
-133
1235
$13.5K ﹤0.01%
2,587
+447
1236
$13.5K ﹤0.01%
844
+698
1237
$13.5K ﹤0.01%
38
1238
$13.5K ﹤0.01%
868
+481
1239
$13.5K ﹤0.01%
2,195
1240
$13.5K ﹤0.01%
649
1241
$13.4K ﹤0.01%
1,800
1242
$13.4K ﹤0.01%
907
+657
1243
$13.4K ﹤0.01%
114
1244
$13.4K ﹤0.01%
391
+112
1245
$13.4K ﹤0.01%
80
-8
1246
$13.4K ﹤0.01%
69
-7
1247
$13.4K ﹤0.01%
184
1248
$13.3K ﹤0.01%
+117
1249
$13.3K ﹤0.01%
425
1250
$13.2K ﹤0.01%
270
48 49
50
51 52