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
1326
$10.6K ﹤0.01%
+259
1327
$10.5K ﹤0.01%
565
+47
1328
$10.5K ﹤0.01%
142
+138
1329
$10.5K ﹤0.01%
47
+43
1330
$10.5K ﹤0.01%
265
1331
$10.5K ﹤0.01%
174
1332
$10.5K ﹤0.01%
599
-271
1333
$10.4K ﹤0.01%
162
-72
1334
$10.4K ﹤0.01%
1,250
1335
$10.4K ﹤0.01%
249
-75
1336
$10.3K ﹤0.01%
1,051
-184
1337
$10.3K ﹤0.01%
344
+107
1338
$10.2K ﹤0.01%
614
+52
1339
$10.2K ﹤0.01%
164
+56
1340
$10.2K ﹤0.01%
123
-28
1341
$10.2K ﹤0.01%
33
+2
1342
$10.2K ﹤0.01%
+900
1343
$10.2K ﹤0.01%
99
-32
1344
$10.2K ﹤0.01%
247
1345
$10.2K ﹤0.01%
585
-51
1346
$10.2K ﹤0.01%
412
+261
1347
$10.1K ﹤0.01%
787
-1,465
1348
$10.1K ﹤0.01%
413
+240
1349
$10.1K ﹤0.01%
359
+226
1350
$10.1K ﹤0.01%
340
+301
52 53
54
55 56