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
1501
$7.3K ﹤0.01%
+64
1502
$7.29K ﹤0.01%
463
1503
$7.28K ﹤0.01%
110
1504
$7.28K ﹤0.01%
+371
1505
$7.26K ﹤0.01%
144
-55
1506
$7.26K ﹤0.01%
746
+40
1507
$7.22K ﹤0.01%
+160
1508
$7.18K ﹤0.01%
533
1509
$7.18K ﹤0.01%
139
+19
1510
$7.17K ﹤0.01%
304
-92
1511
$7.12K ﹤0.01%
321
-229
1512
$7.11K ﹤0.01%
122
-40
1513
$7.1K ﹤0.01%
190
-165
1514
$7.08K ﹤0.01%
190
+14
1515
$7.07K ﹤0.01%
340
-579
1516
$7.05K ﹤0.01%
1,593
+1,366
1517
$7.03K ﹤0.01%
293
+126
1518
$6.98K ﹤0.01%
39
-4
1519
$6.95K ﹤0.01%
62
+4
1520
$6.95K ﹤0.01%
216
1521
$6.95K ﹤0.01%
146
1522
$6.94K ﹤0.01%
375
1523
$6.91K ﹤0.01%
+754
1524
$6.9K ﹤0.01%
33
-38
1525
$6.9K ﹤0.01%
1,729
59 60
61
62 63