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
1876
$2.45K ﹤0.01%
162
1877
$2.45K ﹤0.01%
14
-14
1878
$2.44K ﹤0.01%
55
1879
$2.44K ﹤0.01%
150
1880
$2.41K ﹤0.01%
+241
1881
$2.4K ﹤0.01%
138
-359
1882
$2.4K ﹤0.01%
152
1883
$2.4K ﹤0.01%
53
+28
1884
$2.35K ﹤0.01%
+46
1885
$2.34K ﹤0.01%
66
-37
1886
$2.34K ﹤0.01%
17
1887
$2.34K ﹤0.01%
+20
1888
$2.34K ﹤0.01%
87
1889
$2.34K ﹤0.01%
108
+68
1890
$2.34K ﹤0.01%
39
-637
1891
$2.33K ﹤0.01%
293
1892
$2.33K ﹤0.01%
10
1893
$2.33K ﹤0.01%
63
+33
1894
$2.33K ﹤0.01%
39
+8
1895
$2.32K ﹤0.01%
108
-277
1896
$2.31K ﹤0.01%
557
-1,388
1897
$2.3K ﹤0.01%
45
1898
$2.29K ﹤0.01%
257
1899
$2.28K ﹤0.01%
+26
1900
$2.27K ﹤0.01%
+27
74 75
76
77 78