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
1551
$6.47K ﹤0.01%
377
+171
1552
$6.43K ﹤0.01%
60
+25
1553
$6.42K ﹤0.01%
435
+45
1554
$6.4K ﹤0.01%
133
1555
$6.32K ﹤0.01%
102
-23
1556
$6.27K ﹤0.01%
288
-186
1557
$6.26K ﹤0.01%
245
+18
1558
$6.21K ﹤0.01%
102
+52
1559
$6.2K ﹤0.01%
39
+10
1560
$6.2K ﹤0.01%
590
+97
1561
$6.18K ﹤0.01%
+359
1562
$6.18K ﹤0.01%
205
+102
1563
$6.16K ﹤0.01%
57
+37
1564
$6.14K ﹤0.01%
280
1565
$6.13K ﹤0.01%
180
1566
$6.13K ﹤0.01%
645
1567
$6.12K ﹤0.01%
356
+110
1568
$6.11K ﹤0.01%
97
1569
$6.07K ﹤0.01%
54
+4
1570
$6.06K ﹤0.01%
82
+7
1571
$6.06K ﹤0.01%
100
1572
$6.06K ﹤0.01%
208
1573
$6.05K ﹤0.01%
1,581
1574
$6.04K ﹤0.01%
+273
1575
$6.02K ﹤0.01%
741
+606