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
2151
$831 ﹤0.01%
100
2152
$820 ﹤0.01%
32
2153
$817 ﹤0.01%
113
2154
$814 ﹤0.01%
+75
2155
$800 ﹤0.01%
24
2156
$796 ﹤0.01%
+64
2157
$794 ﹤0.01%
11
2158
$793 ﹤0.01%
+41
2159
$793 ﹤0.01%
37
2160
$779 ﹤0.01%
185
-198
2161
$775 ﹤0.01%
152
2162
$773 ﹤0.01%
85
2163
$765 ﹤0.01%
+18
2164
$744 ﹤0.01%
44
2165
$732 ﹤0.01%
90
2166
$727 ﹤0.01%
60
2167
$725 ﹤0.01%
250
2168
$725 ﹤0.01%
+9
2169
$707 ﹤0.01%
794
+228
2170
$703 ﹤0.01%
+43
2171
$702 ﹤0.01%
86
2172
$700 ﹤0.01%
50
2173
$699 ﹤0.01%
83
2174
$693 ﹤0.01%
49
2175
$689 ﹤0.01%
+9
85 86
87
88 89