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
1701
$4.24K ﹤0.01%
+102
1702
$4.24K ﹤0.01%
686
1703
$4.23K ﹤0.01%
426
1704
$4.21K ﹤0.01%
21
-23
1705
$4.21K ﹤0.01%
285
+48
1706
$4.2K ﹤0.01%
+253
1707
$4.19K ﹤0.01%
+61
1708
$4.17K ﹤0.01%
+106
1709
$4.15K ﹤0.01%
430
-318
1710
$4.15K ﹤0.01%
84
-49
1711
$4.13K ﹤0.01%
161
1712
$4.13K ﹤0.01%
326
-169
1713
$4.1K ﹤0.01%
1,000
1714
$4.08K ﹤0.01%
301
1715
$4.08K ﹤0.01%
47
+6
1716
$4.08K ﹤0.01%
223
1717
$4.06K ﹤0.01%
68
1718
$4.01K ﹤0.01%
+75
1719
$4.01K ﹤0.01%
2
1720
$4K ﹤0.01%
358
1721
$3.98K ﹤0.01%
74
1722
$3.97K ﹤0.01%
173
-39
1723
$3.96K ﹤0.01%
+388
1724
$3.95K ﹤0.01%
71
+37
1725
$3.9K ﹤0.01%
13
67 68
69
70 71