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
1626
$5.32K ﹤0.01%
+306
1627
$5.31K ﹤0.01%
108
1628
$5.31K ﹤0.01%
255
1629
$5.27K ﹤0.01%
129
+13
1630
$5.25K ﹤0.01%
171
1631
$5.23K ﹤0.01%
114
-57
1632
$5.19K ﹤0.01%
175
1633
$5.18K ﹤0.01%
+107
1634
$5.16K ﹤0.01%
549
1635
$5.15K ﹤0.01%
311
1636
$5.11K ﹤0.01%
+429
1637
$5.08K ﹤0.01%
167
-53
1638
$5.06K ﹤0.01%
50
1639
$5.04K ﹤0.01%
81
1640
$5.03K ﹤0.01%
160
-94
1641
$5.03K ﹤0.01%
62
-8
1642
$5.02K ﹤0.01%
314
1643
$5.02K ﹤0.01%
74
+14
1644
$5.02K ﹤0.01%
79
1645
$5K ﹤0.01%
499
-437
1646
$4.98K ﹤0.01%
96
-37
1647
$4.94K ﹤0.01%
101
1648
$4.94K ﹤0.01%
89
-39
1649
$4.92K ﹤0.01%
428
+24
1650
$4.9K ﹤0.01%
130
+55
64 65
66
67 68