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
1676
$4.51K ﹤0.01%
88
-187
1677
$4.5K ﹤0.01%
49
-15
1678
$4.5K ﹤0.01%
58
1679
$4.49K ﹤0.01%
149
-41
1680
$4.48K ﹤0.01%
+363
1681
$4.46K ﹤0.01%
229
+129
1682
$4.44K ﹤0.01%
617
+270
1683
$4.41K ﹤0.01%
208
1684
$4.41K ﹤0.01%
383
+189
1685
$4.37K ﹤0.01%
98
-387
1686
$4.37K ﹤0.01%
+200
1687
$4.36K ﹤0.01%
118
1688
$4.35K ﹤0.01%
95
-56
1689
$4.34K ﹤0.01%
110
1690
$4.34K ﹤0.01%
165
-2,933
1691
$4.33K ﹤0.01%
160
1692
$4.33K ﹤0.01%
20
+15
1693
$4.33K ﹤0.01%
176
1694
$4.32K ﹤0.01%
375
1695
$4.32K ﹤0.01%
45
1696
$4.31K ﹤0.01%
182
+79
1697
$4.28K ﹤0.01%
48
1698
$4.27K ﹤0.01%
+74
1699
$4.26K ﹤0.01%
32
-52
1700
$4.25K ﹤0.01%
+648
66 67
68
69 70