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
2176
$686 ﹤0.01%
228
-592
2177
$675 ﹤0.01%
+25
2178
$667 ﹤0.01%
47
2179
$654 ﹤0.01%
23
2180
$652 ﹤0.01%
8
+5
2181
$634 ﹤0.01%
125
2182
$633 ﹤0.01%
75
2183
$632 ﹤0.01%
+11
2184
$628 ﹤0.01%
47
2185
$624 ﹤0.01%
22
2186
$618 ﹤0.01%
+3
2187
$615 ﹤0.01%
98
2188
$601 ﹤0.01%
20
-40
2189
$590 ﹤0.01%
9
2190
$587 ﹤0.01%
39
2191
$581 ﹤0.01%
31
2192
$578 ﹤0.01%
107
2193
$570 ﹤0.01%
27
2194
$567 ﹤0.01%
300
2195
$561 ﹤0.01%
64
2196
$560 ﹤0.01%
+5
2197
$555 ﹤0.01%
500
2198
$554 ﹤0.01%
+3
2199
$547 ﹤0.01%
11
2200
$546 ﹤0.01%
10
86 87
88
89 90