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
1926
$2.09K ﹤0.01%
33
1927
$2.08K ﹤0.01%
15
1928
$2.08K ﹤0.01%
53
1929
$2.08K ﹤0.01%
39
1930
$2.04K ﹤0.01%
38
1931
$2.04K ﹤0.01%
14
-221
1932
$2.04K ﹤0.01%
152
+112
1933
$2.01K ﹤0.01%
+147
1934
$2K ﹤0.01%
+59
1935
$1.99K ﹤0.01%
119
1936
$1.99K ﹤0.01%
14
+5
1937
$1.98K ﹤0.01%
283
-293
1938
$1.97K ﹤0.01%
643
-894
1939
$1.95K ﹤0.01%
29
-714
1940
$1.93K ﹤0.01%
+110
1941
$1.92K ﹤0.01%
15
-15
1942
$1.91K ﹤0.01%
109
+12
1943
$1.91K ﹤0.01%
146
-470
1944
$1.9K ﹤0.01%
894
-1,609
1945
$1.9K ﹤0.01%
35
-27
1946
$1.9K ﹤0.01%
236
1947
$1.88K ﹤0.01%
635
-3,310
1948
$1.87K ﹤0.01%
+8
1949
$1.87K ﹤0.01%
118
-244
1950
$1.87K ﹤0.01%
+42
76 77
78
79 80