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
1951
$1.86K ﹤0.01%
+140
1952
$1.86K ﹤0.01%
+202
1953
$1.86K ﹤0.01%
100
1954
$1.85K ﹤0.01%
325
1955
$1.84K ﹤0.01%
13
+4
1956
$1.84K ﹤0.01%
19
-32
1957
$1.83K ﹤0.01%
+37
1958
$1.82K ﹤0.01%
6
-22
1959
$1.81K ﹤0.01%
21
1960
$1.8K ﹤0.01%
35
1961
$1.8K ﹤0.01%
25
1962
$1.8K ﹤0.01%
293
-131
1963
$1.8K ﹤0.01%
116
-140
1964
$1.79K ﹤0.01%
11
-15
1965
$1.79K ﹤0.01%
+20
1966
$1.79K ﹤0.01%
24
-57
1967
$1.78K ﹤0.01%
49
1968
$1.78K ﹤0.01%
+31
1969
$1.78K ﹤0.01%
15
-34
1970
$1.78K ﹤0.01%
148
-164
1971
$1.77K ﹤0.01%
55
-100
1972
$1.75K ﹤0.01%
+633
1973
$1.75K ﹤0.01%
62
-7
1974
$1.74K ﹤0.01%
142
1975
$1.74K ﹤0.01%
74
+15
77 78
79
80 81