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
1851
$2.64K ﹤0.01%
1,037
1852
$2.63K ﹤0.01%
22
+15
1853
$2.61K ﹤0.01%
416
+159
1854
$2.61K ﹤0.01%
94
-1
1855
$2.59K ﹤0.01%
78
+29
1856
$2.57K ﹤0.01%
48
-191
1857
$2.57K ﹤0.01%
81
1858
$2.56K ﹤0.01%
+64
1859
$2.56K ﹤0.01%
176
-204
1860
$2.55K ﹤0.01%
22
+12
1861
$2.54K ﹤0.01%
273
1862
$2.51K ﹤0.01%
241
-120
1863
$2.51K ﹤0.01%
84
-35
1864
$2.51K ﹤0.01%
41
1865
$2.51K ﹤0.01%
79
+44
1866
$2.5K ﹤0.01%
203
-1,000
1867
$2.49K ﹤0.01%
95
-188
1868
$2.48K ﹤0.01%
194
1869
$2.48K ﹤0.01%
211
1870
$2.48K ﹤0.01%
13
1871
$2.47K ﹤0.01%
892
1872
$2.46K ﹤0.01%
138
1873
$2.46K ﹤0.01%
+233
1874
$2.46K ﹤0.01%
463
+87
1875
$2.46K ﹤0.01%
24
+14
73 74
75
76 77