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
2101
$1.05K ﹤0.01%
40
2102
$1.04K ﹤0.01%
47
2103
$1.04K ﹤0.01%
8
2104
$1.03K ﹤0.01%
53
2105
$1.03K ﹤0.01%
130
2106
$1.03K ﹤0.01%
+25
2107
$1.03K ﹤0.01%
23
2108
$1.03K ﹤0.01%
38
-2,083
2109
$1.02K ﹤0.01%
+42
2110
$1.02K ﹤0.01%
65
2111
$1.01K ﹤0.01%
81
2112
$1.01K ﹤0.01%
38
2113
$1.01K ﹤0.01%
38
2114
$1K ﹤0.01%
+100
2115
$1K ﹤0.01%
+9
2116
$992 ﹤0.01%
12
2117
$989 ﹤0.01%
115
2118
$989 ﹤0.01%
11
2119
$984 ﹤0.01%
25
2120
$984 ﹤0.01%
+25
2121
$977 ﹤0.01%
47
2122
$970 ﹤0.01%
46
2123
$969 ﹤0.01%
+4
2124
$967 ﹤0.01%
20
-123
2125
$945 ﹤0.01%
28
83 84
85
86 87