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
1376
$9.65K ﹤0.01%
765
1377
$9.62K ﹤0.01%
703
+294
1378
$9.6K ﹤0.01%
+325
1379
$9.59K ﹤0.01%
117
+5
1380
$9.58K ﹤0.01%
1,000
1381
$9.57K ﹤0.01%
240
1382
$9.56K ﹤0.01%
89
+26
1383
$9.56K ﹤0.01%
200
1384
$9.56K ﹤0.01%
775
1385
$9.53K ﹤0.01%
91
-550
1386
$9.5K ﹤0.01%
931
1387
$9.47K ﹤0.01%
+505
1388
$9.46K ﹤0.01%
580
+288
1389
$9.45K ﹤0.01%
+222
1390
$9.45K ﹤0.01%
176
+110
1391
$9.44K ﹤0.01%
74
1392
$9.43K ﹤0.01%
303
-91
1393
$9.42K ﹤0.01%
117
1394
$9.4K ﹤0.01%
209
-52
1395
$9.36K ﹤0.01%
+9,000
1396
$9.35K ﹤0.01%
+189
1397
$9.29K ﹤0.01%
253
-131
1398
$9.25K ﹤0.01%
232
-66
1399
$9.25K ﹤0.01%
1,568
-988
1400
$9.24K ﹤0.01%
+426
54 55
56
57 58