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
1826
$2.87K ﹤0.01%
144
1827
$2.86K ﹤0.01%
47
-74
1828
$2.83K ﹤0.01%
+66
1829
$2.82K ﹤0.01%
+52
1830
$2.81K ﹤0.01%
75
+57
1831
$2.8K ﹤0.01%
23
-37,468
1832
$2.79K ﹤0.01%
523
-236
1833
$2.79K ﹤0.01%
68
-45
1834
$2.78K ﹤0.01%
250
1835
$2.78K ﹤0.01%
354
+122
1836
$2.78K ﹤0.01%
302
1837
$2.77K ﹤0.01%
+35
1838
$2.76K ﹤0.01%
31
-69
1839
$2.73K ﹤0.01%
62
+10
1840
$2.72K ﹤0.01%
+95
1841
$2.72K ﹤0.01%
77
-345
1842
$2.72K ﹤0.01%
174
1843
$2.71K ﹤0.01%
40
1844
$2.7K ﹤0.01%
235
-218
1845
$2.7K ﹤0.01%
45
+25
1846
$2.69K ﹤0.01%
16
-13
1847
$2.68K ﹤0.01%
+100
1848
$2.66K ﹤0.01%
51
1849
$2.65K ﹤0.01%
100
-221
1850
$2.65K ﹤0.01%
74
-153
72 73
74
75 76