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
2001
$1.61K ﹤0.01%
+580
2002
$1.6K ﹤0.01%
500
-120
2003
$1.6K ﹤0.01%
+47
2004
$1.6K ﹤0.01%
1,011
2005
$1.58K ﹤0.01%
51
2006
$1.58K ﹤0.01%
74
2007
$1.58K ﹤0.01%
19
-101
2008
$1.57K ﹤0.01%
+20
2009
$1.57K ﹤0.01%
+198
2010
$1.57K ﹤0.01%
118
2011
$1.57K ﹤0.01%
15
2012
$1.56K ﹤0.01%
+24
2013
$1.55K ﹤0.01%
52
-171
2014
$1.55K ﹤0.01%
242
+68
2015
$1.54K ﹤0.01%
53
-65
2016
$1.53K ﹤0.01%
28
-47
2017
$1.53K ﹤0.01%
250
2018
$1.53K ﹤0.01%
+101
2019
$1.52K ﹤0.01%
+13
2020
$1.52K ﹤0.01%
23
-17
2021
$1.52K ﹤0.01%
37
+1
2022
$1.51K ﹤0.01%
+43
2023
$1.48K ﹤0.01%
+37
2024
$1.48K ﹤0.01%
258
2025
$1.48K ﹤0.01%
50
-400
79 80
81
82 83