EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$8.53M
3
+$6.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.63M

Top Sells

1
+$5.19M
2
+$4.38M
3
+$1.82M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.02M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$760K

Sector Composition

1 Technology 10.14%
2 Financials 6.61%
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
1601
$5.61K ﹤0.01%
225
-255
1602
$5.6K ﹤0.01%
+173
1603
$5.6K ﹤0.01%
+1,065
1604
$5.59K ﹤0.01%
482
-582
1605
$5.58K ﹤0.01%
88
+14
1606
$5.57K ﹤0.01%
+109
1607
$5.55K ﹤0.01%
120
-36
1608
$5.54K ﹤0.01%
175
1609
$5.51K ﹤0.01%
130
1610
$5.5K ﹤0.01%
39
-26
1611
$5.49K ﹤0.01%
52
-32
1612
$5.49K ﹤0.01%
+190
1613
$5.46K ﹤0.01%
192
1614
$5.44K ﹤0.01%
+46
1615
$5.42K ﹤0.01%
83
1616
$5.41K ﹤0.01%
2,849
+1,836
1617
$5.41K ﹤0.01%
32
1618
$5.4K ﹤0.01%
17
-10
1619
$5.36K ﹤0.01%
156
-53
1620
$5.35K ﹤0.01%
344
1621
$5.34K ﹤0.01%
38
+34
1622
$5.33K ﹤0.01%
163
+95
1623
$5.33K ﹤0.01%
+70
1624
$5.33K ﹤0.01%
531
+101
1625
$5.33K ﹤0.01%
240
+210
63 64
65
66 67