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
201
$568K 0.07%
3,039
-419
202
$563K 0.07%
7,072
-232
203
$561K 0.07%
2,889
-239
204
$556K 0.07%
23,589
+3,275
205
$556K 0.07%
5,678
-439
206
$552K 0.07%
4,503
+593
207
$546K 0.07%
5,570
+2,677
208
$545K 0.07%
8,803
+180
209
$540K 0.07%
5,553
-320
210
$535K 0.07%
10,965
+8,799
211
$533K 0.07%
17,046
+5,694
212
$532K 0.07%
5,730
+1,187
213
$519K 0.06%
1,633
+8
214
$514K 0.06%
11,212
+139
215
$512K 0.06%
+11,604
216
$498K 0.06%
13,126
+350
217
$497K 0.06%
6,736
+1,575
218
$496K 0.06%
4,892
-297
219
$490K 0.06%
6,259
-641
220
$487K 0.06%
19,535
+5,617
221
$483K 0.06%
709
+48
222
$470K 0.06%
3,383
+25
223
$464K 0.06%
4,972
-40
224
$462K 0.06%
2,283
-103
225
$461K 0.06%
6,637
-799
7 8
9
10 11