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
1976
$1.74K ﹤0.01%
312
1977
$1.73K ﹤0.01%
90
-147
1978
$1.72K ﹤0.01%
+218
1979
$1.72K ﹤0.01%
+41
1980
$1.72K ﹤0.01%
34
+8
1981
$1.71K ﹤0.01%
+7
1982
$1.7K ﹤0.01%
7
+2
1983
$1.7K ﹤0.01%
44
+12
1984
$1.7K ﹤0.01%
119
-88
1985
$1.69K ﹤0.01%
27
1986
$1.69K ﹤0.01%
43
1987
$1.67K ﹤0.01%
75
-29
1988
$1.66K ﹤0.01%
20
-62
1989
$1.66K ﹤0.01%
93
1990
$1.66K ﹤0.01%
50
1991
$1.66K ﹤0.01%
1,316
-937
1992
$1.65K ﹤0.01%
10
1993
$1.65K ﹤0.01%
32
-76
1994
$1.65K ﹤0.01%
995
1995
$1.64K ﹤0.01%
168
-116
1996
$1.64K ﹤0.01%
+64
1997
$1.63K ﹤0.01%
186
1998
$1.63K ﹤0.01%
26
1999
$1.63K ﹤0.01%
126
2000
$1.62K ﹤0.01%
107
-3,088
78 79
80
81 82