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
1451
$8.1K ﹤0.01%
100
1452
$8.06K ﹤0.01%
2,940
-2,309
1453
$8.05K ﹤0.01%
+417
1454
$8.05K ﹤0.01%
52
+33
1455
$8.04K ﹤0.01%
342
+242
1456
$8.04K ﹤0.01%
+447
1457
$8.04K ﹤0.01%
399
+371
1458
$8.02K ﹤0.01%
843
1459
$8.01K ﹤0.01%
494
+373
1460
$8.01K ﹤0.01%
298
1461
$7.99K ﹤0.01%
376
+91
1462
$7.98K ﹤0.01%
500
1463
$7.97K ﹤0.01%
37
+5
1464
$7.97K ﹤0.01%
324
-109
1465
$7.95K ﹤0.01%
713
-282
1466
$7.92K ﹤0.01%
480
-220
1467
$7.86K ﹤0.01%
+91
1468
$7.84K ﹤0.01%
111
-10
1469
$7.79K ﹤0.01%
115
1470
$7.79K ﹤0.01%
+345
1471
$7.78K ﹤0.01%
+80
1472
$7.77K ﹤0.01%
175
-53
1473
$7.75K ﹤0.01%
142
1474
$7.72K ﹤0.01%
750
1475
$7.72K ﹤0.01%
1,161
-2,263
57 58
59
60 61