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
1276
$11.9K ﹤0.01%
89
+54
1277
$11.9K ﹤0.01%
5,126
-1,755
1278
$11.9K ﹤0.01%
283
+172
1279
$11.9K ﹤0.01%
126
+8
1280
$11.9K ﹤0.01%
995
-192
1281
$11.8K ﹤0.01%
1,011
-248
1282
$11.8K ﹤0.01%
639
+143
1283
$11.8K ﹤0.01%
56
-23
1284
$11.7K ﹤0.01%
460
-35
1285
$11.7K ﹤0.01%
270
1286
$11.6K ﹤0.01%
1,663
-2,497
1287
$11.6K ﹤0.01%
86
1288
$11.6K ﹤0.01%
788
+592
1289
$11.6K ﹤0.01%
149
+71
1290
$11.6K ﹤0.01%
115
1291
$11.6K ﹤0.01%
430
-9
1292
$11.6K ﹤0.01%
92
-161
1293
$11.5K ﹤0.01%
129
-138
1294
$11.5K ﹤0.01%
+819
1295
$11.5K ﹤0.01%
122
+56
1296
$11.5K ﹤0.01%
210
-5,486
1297
$11.5K ﹤0.01%
265
-51
1298
$11.4K ﹤0.01%
+1,025
1299
$11.4K ﹤0.01%
197
-24
1300
$11.4K ﹤0.01%
531
50 51
52
53 54