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
1801
$3.15K ﹤0.01%
113
1802
$3.14K ﹤0.01%
+62
1803
$3.14K ﹤0.01%
263
-110
1804
$3.14K ﹤0.01%
165
1805
$3.11K ﹤0.01%
55
1806
$3.1K ﹤0.01%
150
1807
$3.09K ﹤0.01%
338
1808
$3.08K ﹤0.01%
105
+20
1809
$3.08K ﹤0.01%
95
1810
$3.06K ﹤0.01%
+161
1811
$3.05K ﹤0.01%
81
+39
1812
$3.04K ﹤0.01%
86
1813
$3.04K ﹤0.01%
77
+9
1814
$3.04K ﹤0.01%
594
1815
$3.02K ﹤0.01%
+2,500
1816
$3.02K ﹤0.01%
+52
1817
$3.02K ﹤0.01%
23
+4
1818
$2.98K ﹤0.01%
+13
1819
$2.97K ﹤0.01%
274
1820
$2.97K ﹤0.01%
108
1821
$2.95K ﹤0.01%
128
+24
1822
$2.92K ﹤0.01%
30
1823
$2.9K ﹤0.01%
71
1824
$2.89K ﹤0.01%
+82
1825
$2.88K ﹤0.01%
100
71 72
73
74 75