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
1651
$4.9K ﹤0.01%
319
-19
1652
$4.85K ﹤0.01%
144
-175
1653
$4.83K ﹤0.01%
+250
1654
$4.81K ﹤0.01%
355
1655
$4.79K ﹤0.01%
2,083
1656
$4.75K ﹤0.01%
197
-88
1657
$4.75K ﹤0.01%
106
1658
$4.72K ﹤0.01%
26
+10
1659
$4.71K ﹤0.01%
71
1660
$4.7K ﹤0.01%
200
-118
1661
$4.67K ﹤0.01%
+426
1662
$4.66K ﹤0.01%
+435
1663
$4.64K ﹤0.01%
291
1664
$4.63K ﹤0.01%
62
-179
1665
$4.61K ﹤0.01%
64
1666
$4.61K ﹤0.01%
131
1667
$4.61K ﹤0.01%
215
-486
1668
$4.57K ﹤0.01%
48
-10
1669
$4.56K ﹤0.01%
+133
1670
$4.54K ﹤0.01%
92
+5
1671
$4.53K ﹤0.01%
100
-17
1672
$4.52K ﹤0.01%
95
-60
1673
$4.52K ﹤0.01%
503
-103
1674
$4.52K ﹤0.01%
234
1675
$4.51K ﹤0.01%
57
65 66
67
68 69