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
2051
$1.32K ﹤0.01%
12
+6
2052
$1.31K ﹤0.01%
+4
2053
$1.31K ﹤0.01%
94
-108
2054
$1.3K ﹤0.01%
23
+15
2055
$1.29K ﹤0.01%
57
2056
$1.29K ﹤0.01%
22
-95
2057
$1.29K ﹤0.01%
+56
2058
$1.27K ﹤0.01%
121
2059
$1.26K ﹤0.01%
84
+54
2060
$1.25K ﹤0.01%
925
-860
2061
$1.24K ﹤0.01%
+14
2062
$1.24K ﹤0.01%
22
+16
2063
$1.22K ﹤0.01%
45
+22
2064
$1.22K ﹤0.01%
+6
2065
$1.22K ﹤0.01%
+13
2066
$1.22K ﹤0.01%
10
+3
2067
$1.21K ﹤0.01%
20
-111
2068
$1.21K ﹤0.01%
30
+18
2069
$1.2K ﹤0.01%
22
2070
$1.2K ﹤0.01%
+66
2071
$1.19K ﹤0.01%
6
2072
$1.18K ﹤0.01%
287
2073
$1.18K ﹤0.01%
43
2074
$1.17K ﹤0.01%
72
-122
2075
$1.16K ﹤0.01%
7
+3
81 82
83
84 85