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
1526
$6.89K ﹤0.01%
88
-285
1527
$6.88K ﹤0.01%
284
1528
$6.85K ﹤0.01%
735
1529
$6.84K ﹤0.01%
276
-187
1530
$6.84K ﹤0.01%
+141
1531
$6.84K ﹤0.01%
109
1532
$6.84K ﹤0.01%
826
-486
1533
$6.79K ﹤0.01%
599
1534
$6.78K ﹤0.01%
194
-115
1535
$6.75K ﹤0.01%
230
-298
1536
$6.7K ﹤0.01%
146
1537
$6.7K ﹤0.01%
149
-63
1538
$6.69K ﹤0.01%
+765
1539
$6.68K ﹤0.01%
250
1540
$6.67K ﹤0.01%
66
-5
1541
$6.63K ﹤0.01%
+113
1542
$6.63K ﹤0.01%
260
-78
1543
$6.6K ﹤0.01%
1,128
-6,588
1544
$6.58K ﹤0.01%
148
1545
$6.57K ﹤0.01%
471
+413
1546
$6.55K ﹤0.01%
1,311
+1,310
1547
$6.55K ﹤0.01%
1,053
1548
$6.53K ﹤0.01%
30
+20
1549
$6.5K ﹤0.01%
+30
1550
$6.5K ﹤0.01%
90
-2
60 61
62
63 64