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
1751
$3.56K ﹤0.01%
24
1752
$3.55K ﹤0.01%
413
1753
$3.53K ﹤0.01%
147
-112
1754
$3.51K ﹤0.01%
126
1755
$3.5K ﹤0.01%
113
+11
1756
$3.49K ﹤0.01%
132
1757
$3.49K ﹤0.01%
140
+33
1758
$3.47K ﹤0.01%
60
-125
1759
$3.47K ﹤0.01%
69
-7,698
1760
$3.46K ﹤0.01%
763
1761
$3.46K ﹤0.01%
1,148
1762
$3.45K ﹤0.01%
36
+4
1763
$3.41K ﹤0.01%
+28
1764
$3.39K ﹤0.01%
283
-418
1765
$3.38K ﹤0.01%
18
+3
1766
$3.38K ﹤0.01%
200
1767
$3.38K ﹤0.01%
100
1768
$3.37K ﹤0.01%
+120
1769
$3.36K ﹤0.01%
187
1770
$3.34K ﹤0.01%
22
+2
1771
$3.34K ﹤0.01%
11
-4
1772
$3.34K ﹤0.01%
250
1773
$3.34K ﹤0.01%
629
+81
1774
$3.33K ﹤0.01%
655
1775
$3.32K ﹤0.01%
+47
69 70
71
72 73