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
1251
$13.2K ﹤0.01%
585
1252
$13.2K ﹤0.01%
121
+91
1253
$13.2K ﹤0.01%
827
+561
1254
$13.2K ﹤0.01%
87
-29
1255
$13.2K ﹤0.01%
1,388
+300
1256
$13.1K ﹤0.01%
214
+14
1257
$13.1K ﹤0.01%
+80
1258
$13.1K ﹤0.01%
408
-56
1259
$13K ﹤0.01%
1,108
+67
1260
$13K ﹤0.01%
599
-295
1261
$12.9K ﹤0.01%
27
+15
1262
$12.8K ﹤0.01%
954
+511
1263
$12.8K ﹤0.01%
1,341
1264
$12.7K ﹤0.01%
93
1265
$12.7K ﹤0.01%
85
-6
1266
$12.6K ﹤0.01%
473
+117
1267
$12.5K ﹤0.01%
681
1268
$12.3K ﹤0.01%
585
-725
1269
$12.2K ﹤0.01%
1,203
+374
1270
$12.2K ﹤0.01%
54
+4
1271
$12.1K ﹤0.01%
174
-343
1272
$12.1K ﹤0.01%
422
+242
1273
$12.1K ﹤0.01%
265
-64
1274
$12K ﹤0.01%
481
1275
$12K ﹤0.01%
302
+18
49 50
51
52 53