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
1576
$6.02K ﹤0.01%
698
-122
1577
$5.98K ﹤0.01%
67
-155
1578
$5.97K ﹤0.01%
114
+101
1579
$5.97K ﹤0.01%
273
-43
1580
$5.97K ﹤0.01%
566
-899
1581
$5.96K ﹤0.01%
738
1582
$5.96K ﹤0.01%
74
-10
1583
$5.94K ﹤0.01%
+338
1584
$5.92K ﹤0.01%
260
+197
1585
$5.92K ﹤0.01%
679
-634
1586
$5.92K ﹤0.01%
599
+172
1587
$5.91K ﹤0.01%
88
-37
1588
$5.88K ﹤0.01%
5
1589
$5.85K ﹤0.01%
71
+62
1590
$5.84K ﹤0.01%
149
1591
$5.82K ﹤0.01%
309
-1
1592
$5.8K ﹤0.01%
108
-80
1593
$5.79K ﹤0.01%
95
+9
1594
$5.78K ﹤0.01%
1,485
1595
$5.75K ﹤0.01%
86
+3
1596
$5.72K ﹤0.01%
47
+18
1597
$5.7K ﹤0.01%
275
1598
$5.68K ﹤0.01%
150
1599
$5.68K ﹤0.01%
290
1600
$5.61K ﹤0.01%
+103
62 63
64
65 66