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
1351
$10K ﹤0.01%
300
1352
$10K ﹤0.01%
+918
1353
$10K ﹤0.01%
1,222
-589
1354
$10K ﹤0.01%
110
+65
1355
$9.99K ﹤0.01%
+229
1356
$9.96K ﹤0.01%
130
-131
1357
$9.95K ﹤0.01%
+1,077
1358
$9.94K ﹤0.01%
475
-618
1359
$9.92K ﹤0.01%
206
+82
1360
$9.92K ﹤0.01%
283
1361
$9.91K ﹤0.01%
+293
1362
$9.91K ﹤0.01%
963
1363
$9.9K ﹤0.01%
+94
1364
$9.89K ﹤0.01%
285
1365
$9.88K ﹤0.01%
107
+101
1366
$9.8K ﹤0.01%
299
1367
$9.8K ﹤0.01%
202
-46
1368
$9.79K ﹤0.01%
561
1369
$9.79K ﹤0.01%
1,000
-584
1370
$9.77K ﹤0.01%
+7,875
1371
$9.76K ﹤0.01%
+209
1372
$9.73K ﹤0.01%
1,842
1373
$9.69K ﹤0.01%
66
1374
$9.68K ﹤0.01%
385
-71
1375
$9.66K ﹤0.01%
66
+6
53 54
55
56 57