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
2026
$1.47K ﹤0.01%
25
2027
$1.47K ﹤0.01%
62
2028
$1.46K ﹤0.01%
200
-441
2029
$1.43K ﹤0.01%
126
-143
2030
$1.43K ﹤0.01%
54
2031
$1.41K ﹤0.01%
9
2032
$1.41K ﹤0.01%
60
2033
$1.41K ﹤0.01%
750
-1,133
2034
$1.41K ﹤0.01%
23
2035
$1.41K ﹤0.01%
38
-1
2036
$1.41K ﹤0.01%
+29
2037
$1.4K ﹤0.01%
123
2038
$1.39K ﹤0.01%
35
2039
$1.38K ﹤0.01%
388
2040
$1.38K ﹤0.01%
33
-33
2041
$1.37K ﹤0.01%
19
+6
2042
$1.37K ﹤0.01%
26
-34
2043
$1.37K ﹤0.01%
216
2044
$1.35K ﹤0.01%
265
-1,668
2045
$1.35K ﹤0.01%
+64
2046
$1.35K ﹤0.01%
18
-285
2047
$1.34K ﹤0.01%
40
-141
2048
$1.34K ﹤0.01%
295
2049
$1.34K ﹤0.01%
31
2050
$1.33K ﹤0.01%
25
80 81
82
83 84