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
1776
$3.32K ﹤0.01%
22
-72
1777
$3.3K ﹤0.01%
48
1778
$3.29K ﹤0.01%
51
+46
1779
$3.29K ﹤0.01%
57
-32
1780
$3.28K ﹤0.01%
112
1781
$3.27K ﹤0.01%
133
-334
1782
$3.25K ﹤0.01%
1,085
1783
$3.25K ﹤0.01%
24
+6
1784
$3.25K ﹤0.01%
35
+6
1785
$3.24K ﹤0.01%
269
-134
1786
$3.22K ﹤0.01%
24
+15
1787
$3.22K ﹤0.01%
+652
1788
$3.22K ﹤0.01%
512
1789
$3.22K ﹤0.01%
123
-93
1790
$3.21K ﹤0.01%
55
1791
$3.21K ﹤0.01%
135
1792
$3.19K ﹤0.01%
+96
1793
$3.19K ﹤0.01%
28
+6
1794
$3.19K ﹤0.01%
+114
1795
$3.18K ﹤0.01%
290
1796
$3.17K ﹤0.01%
79
1797
$3.17K ﹤0.01%
+339
1798
$3.17K ﹤0.01%
603
+97
1799
$3.16K ﹤0.01%
+831
1800
$3.15K ﹤0.01%
106
70 71
72
73 74