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
1726
$3.9K ﹤0.01%
150
-1,100
1727
$3.85K ﹤0.01%
2,235
1728
$3.83K ﹤0.01%
258
-75
1729
$3.83K ﹤0.01%
340
1730
$3.82K ﹤0.01%
90
-3
1731
$3.81K ﹤0.01%
325
-677
1732
$3.8K ﹤0.01%
63
+45
1733
$3.78K ﹤0.01%
206
-285
1734
$3.78K ﹤0.01%
38
+3
1735
$3.77K ﹤0.01%
+709
1736
$3.77K ﹤0.01%
400
1737
$3.77K ﹤0.01%
865
-1,321
1738
$3.75K ﹤0.01%
600
-400
1739
$3.75K ﹤0.01%
52
1740
$3.75K ﹤0.01%
+80
1741
$3.74K ﹤0.01%
520
+243
1742
$3.73K ﹤0.01%
83
-52
1743
$3.73K ﹤0.01%
119
-304
1744
$3.67K ﹤0.01%
30
-29
1745
$3.67K ﹤0.01%
18
1746
$3.65K ﹤0.01%
+320
1747
$3.64K ﹤0.01%
37
-10
1748
$3.63K ﹤0.01%
+796
1749
$3.58K ﹤0.01%
750
1750
$3.56K ﹤0.01%
62
68 69
70
71 72