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
1401
$9.22K ﹤0.01%
2,597
+2,333
1402
$9.2K ﹤0.01%
2,500
1403
$9.2K ﹤0.01%
133
1404
$9.2K ﹤0.01%
3,550
1405
$9.19K ﹤0.01%
702
+394
1406
$9.19K ﹤0.01%
956
1407
$9.14K ﹤0.01%
+724
1408
$9.14K ﹤0.01%
273
+254
1409
$9.14K ﹤0.01%
1,228
1410
$9.11K ﹤0.01%
44
-11
1411
$9.09K ﹤0.01%
+94
1412
$9.07K ﹤0.01%
85
-25
1413
$9.06K ﹤0.01%
1,686
+1,595
1414
$8.97K ﹤0.01%
495
-220
1415
$8.9K ﹤0.01%
+192
1416
$8.84K ﹤0.01%
+277
1417
$8.79K ﹤0.01%
1,030
+300
1418
$8.76K ﹤0.01%
1,078
1419
$8.73K ﹤0.01%
550
-169
1420
$8.73K ﹤0.01%
152
+114
1421
$8.73K ﹤0.01%
84
-59
1422
$8.7K ﹤0.01%
163
+45
1423
$8.69K ﹤0.01%
345
1424
$8.69K ﹤0.01%
498
-1,404
1425
$8.68K ﹤0.01%
250
-544
55 56
57
58 59