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
151
$915K 0.11%
9,843
-70
152
$898K 0.11%
4,225
+2,592
153
$861K 0.11%
6,386
-296
154
$848K 0.11%
3,473
+394
155
$847K 0.11%
1,470
-120
156
$842K 0.1%
7,708
-93
157
$832K 0.1%
11,196
+785
158
$820K 0.1%
8,818
+1,302
159
$819K 0.1%
15,494
+730
160
$789K 0.1%
15,994
+379
161
$784K 0.1%
10,307
+441
162
$784K 0.1%
7,829
+2,401
163
$782K 0.1%
5,526
+3
164
$762K 0.09%
7,877
-1,050
165
$761K 0.09%
8,902
+35
166
$753K 0.09%
4,520
-134
167
$752K 0.09%
2,117
+18
168
$749K 0.09%
20,767
+247
169
$741K 0.09%
9,756
-161
170
$737K 0.09%
54,821
-10,160
171
$727K 0.09%
15,571
+1,715
172
$717K 0.09%
13,722
-310
173
$708K 0.09%
7,473
+2,450
174
$707K 0.09%
18,915
+837
175
$705K 0.09%
11,360
-1,951
5 6
7
8 9