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
2201
$545 ﹤0.01%
14
2202
$544 ﹤0.01%
25
-23
2203
$542 ﹤0.01%
+10
2204
$541 ﹤0.01%
+6
2205
$538 ﹤0.01%
21
-13
2206
$538 ﹤0.01%
6
2207
$534 ﹤0.01%
172
2208
$534 ﹤0.01%
+4
2209
$534 ﹤0.01%
+16
2210
$530 ﹤0.01%
12
-67
2211
$527 ﹤0.01%
28
2212
$527 ﹤0.01%
+14
2213
$527 ﹤0.01%
14
-113
2214
$521 ﹤0.01%
+9
2215
$517 ﹤0.01%
+3
2216
$517 ﹤0.01%
+24
2217
$516 ﹤0.01%
+60
2218
$511 ﹤0.01%
+10
2219
$511 ﹤0.01%
+10
2220
$509 ﹤0.01%
+5
2221
$508 ﹤0.01%
8
2222
$506 ﹤0.01%
+5
2223
$506 ﹤0.01%
+7
2224
$505 ﹤0.01%
+18
2225
$503 ﹤0.01%
+21
87 88
89
90 91