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
176
$704K 0.09%
3,787
-104
177
$697K 0.09%
7,909
+7
178
$691K 0.09%
5,352
+2,773
179
$688K 0.09%
2,145
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180
$687K 0.09%
3,771
-116
181
$677K 0.08%
23,667
+1,306
182
$669K 0.08%
13,200
+2,160
183
$665K 0.08%
17,473
+16,171
184
$665K 0.08%
4,915
-1
185
$663K 0.08%
1,403
+99
186
$656K 0.08%
4,700
+9
187
$649K 0.08%
17,110
-635
188
$643K 0.08%
8,683
-1,973
189
$635K 0.08%
5,667
+278
190
$630K 0.08%
2,752
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191
$624K 0.08%
11,080
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192
$621K 0.08%
9,963
-27
193
$617K 0.08%
6,091
-282
194
$610K 0.08%
5,183
195
$603K 0.08%
12,866
-2,500
196
$597K 0.07%
4,261
+1,484
197
$588K 0.07%
5,461
-934
198
$588K 0.07%
1,424
-35
199
$582K 0.07%
1,635
-3
200
$571K 0.07%
7,081
+425
6 7
8
9 10