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
1901
$2.27K ﹤0.01%
233
-4,000
1902
$2.26K ﹤0.01%
355
1903
$2.25K ﹤0.01%
102
+2
1904
$2.23K ﹤0.01%
11
1905
$2.22K ﹤0.01%
88
-371
1906
$2.22K ﹤0.01%
50
1907
$2.21K ﹤0.01%
+17
1908
$2.21K ﹤0.01%
+148
1909
$2.21K ﹤0.01%
181
1910
$2.21K ﹤0.01%
+153
1911
$2.19K ﹤0.01%
+464
1912
$2.17K ﹤0.01%
526
1913
$2.16K ﹤0.01%
82
1914
$2.16K ﹤0.01%
+158
1915
$2.16K ﹤0.01%
16
-14
1916
$2.16K ﹤0.01%
21
-56
1917
$2.15K ﹤0.01%
61
+40
1918
$2.15K ﹤0.01%
155
1919
$2.15K ﹤0.01%
7
1920
$2.14K ﹤0.01%
51
1921
$2.13K ﹤0.01%
+309
1922
$2.13K ﹤0.01%
218
-644
1923
$2.11K ﹤0.01%
+75
1924
$2.11K ﹤0.01%
+24
1925
$2.1K ﹤0.01%
+104
75 76
77
78 79