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
1426
$8.63K ﹤0.01%
422
+298
1427
$8.56K ﹤0.01%
+453
1428
$8.56K ﹤0.01%
+316
1429
$8.55K ﹤0.01%
916
+333
1430
$8.51K ﹤0.01%
100
1431
$8.5K ﹤0.01%
688
1432
$8.47K ﹤0.01%
144
-11
1433
$8.45K ﹤0.01%
391
-253
1434
$8.41K ﹤0.01%
260
+100
1435
$8.4K ﹤0.01%
246
-197
1436
$8.39K ﹤0.01%
59
-28
1437
$8.38K ﹤0.01%
+378
1438
$8.36K ﹤0.01%
759
1439
$8.33K ﹤0.01%
+33
1440
$8.3K ﹤0.01%
68
-14
1441
$8.29K ﹤0.01%
26
+22
1442
$8.28K ﹤0.01%
218
+118
1443
$8.27K ﹤0.01%
6
1444
$8.24K ﹤0.01%
+183
1445
$8.24K ﹤0.01%
258
1446
$8.24K ﹤0.01%
683
1447
$8.17K ﹤0.01%
249
1448
$8.16K ﹤0.01%
49
+7
1449
$8.14K ﹤0.01%
+845
1450
$8.13K ﹤0.01%
+223
56 57
58
59 60