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
1301
$11.4K ﹤0.01%
791
-751
1302
$11.4K ﹤0.01%
+667
1303
$11.4K ﹤0.01%
180
-341
1304
$11.3K ﹤0.01%
168
+141
1305
$11.3K ﹤0.01%
925
1306
$11.2K ﹤0.01%
264
-101
1307
$11.2K ﹤0.01%
1,710
1308
$11.2K ﹤0.01%
207
1309
$11.1K ﹤0.01%
75
1310
$11K ﹤0.01%
256
-46
1311
$11K ﹤0.01%
234
-18
1312
$11K ﹤0.01%
134
1313
$11K ﹤0.01%
266
-70
1314
$11K ﹤0.01%
199
-21
1315
$10.9K ﹤0.01%
158
+15
1316
$10.8K ﹤0.01%
2,000
+350
1317
$10.8K ﹤0.01%
299
+259
1318
$10.7K ﹤0.01%
734
-122
1319
$10.7K ﹤0.01%
107
-27
1320
$10.7K ﹤0.01%
3,798
+521
1321
$10.7K ﹤0.01%
200
-70
1322
$10.7K ﹤0.01%
418
-771
1323
$10.7K ﹤0.01%
1,302
-237
1324
$10.6K ﹤0.01%
47
-14
1325
$10.6K ﹤0.01%
106
-39
51 52
53
54 55