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
1476
$7.71K ﹤0.01%
+145
1477
$7.7K ﹤0.01%
352
-96
1478
$7.7K ﹤0.01%
39
+20
1479
$7.69K ﹤0.01%
+167
1480
$7.68K ﹤0.01%
223
-47
1481
$7.67K ﹤0.01%
502
1482
$7.64K ﹤0.01%
978
-199
1483
$7.63K ﹤0.01%
479
-202
1484
$7.61K ﹤0.01%
120
-22
1485
$7.56K ﹤0.01%
1,089
1486
$7.54K ﹤0.01%
500
1487
$7.53K ﹤0.01%
154
-6
1488
$7.53K ﹤0.01%
200
1489
$7.52K ﹤0.01%
605
-133
1490
$7.52K ﹤0.01%
241
-797
1491
$7.48K ﹤0.01%
232
+131
1492
$7.47K ﹤0.01%
51
+20
1493
$7.45K ﹤0.01%
1,574
-1,332
1494
$7.42K ﹤0.01%
375
1495
$7.41K ﹤0.01%
392
-262
1496
$7.39K ﹤0.01%
260
-1,442
1497
$7.39K ﹤0.01%
193
-80
1498
$7.37K ﹤0.01%
76
1499
$7.35K ﹤0.01%
401
+340
1500
$7.32K ﹤0.01%
172
58 59
60
61 62