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
126
$1.2M 0.15%
3,483
+12
127
$1.19M 0.15%
3,098
-147
128
$1.19M 0.15%
19,142
-118
129
$1.16M 0.14%
21,108
+6,404
130
$1.15M 0.14%
11,544
+4,862
131
$1.13M 0.14%
5,677
+1,359
132
$1.08M 0.13%
7,280
-696
133
$1.07M 0.13%
21,231
+5,878
134
$1.04M 0.13%
20,725
+915
135
$1.04M 0.13%
11,799
+764
136
$1.04M 0.13%
6,499
-116
137
$1.04M 0.13%
2,850
+47
138
$1.02M 0.13%
44,550
+4,526
139
$1.02M 0.13%
18,504
+1,508
140
$1.02M 0.13%
3,302
+894
141
$1.01M 0.13%
36,438
+8,976
142
$1.01M 0.13%
8,104
+7,971
143
$992K 0.12%
24,315
-1,034
144
$987K 0.12%
3,531
+251
145
$983K 0.12%
14,128
-398
146
$964K 0.12%
20,880
+547
147
$962K 0.12%
8,394
-747
148
$952K 0.12%
10,528
-11,506
149
$930K 0.12%
9,931
+3,617
150
$926K 0.12%
4,774
-61
4 5
6
7 8