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
2076
$1.15K ﹤0.01%
12
2077
$1.15K ﹤0.01%
+16
2078
$1.15K ﹤0.01%
13
+10
2079
$1.14K ﹤0.01%
23
-445
2080
$1.14K ﹤0.01%
+68
2081
$1.12K ﹤0.01%
25
2082
$1.12K ﹤0.01%
35
2083
$1.11K ﹤0.01%
169
-301
2084
$1.11K ﹤0.01%
+4
2085
$1.11K ﹤0.01%
+201
2086
$1.1K ﹤0.01%
13
2087
$1.1K ﹤0.01%
414
2088
$1.09K ﹤0.01%
+155
2089
$1.09K ﹤0.01%
+92
2090
$1.09K ﹤0.01%
91
2091
$1.09K ﹤0.01%
+17
2092
$1.08K ﹤0.01%
34
+5
2093
$1.08K ﹤0.01%
41
-244
2094
$1.08K ﹤0.01%
65
2095
$1.07K ﹤0.01%
+10
2096
$1.07K ﹤0.01%
40
2097
$1.07K ﹤0.01%
49
2098
$1.06K ﹤0.01%
28
+14
2099
$1.06K ﹤0.01%
884
-1,060
2100
$1.05K ﹤0.01%
42
+18
82 83
84
85 86