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
2226
$502 ﹤0.01%
+22
2227
$497 ﹤0.01%
+6
2228
$497 ﹤0.01%
6
2229
$488 ﹤0.01%
4
-17
2230
$484 ﹤0.01%
17
-19
2231
$483 ﹤0.01%
+86
2232
$482 ﹤0.01%
+18
2233
$477 ﹤0.01%
450
2234
$474 ﹤0.01%
20
-311
2235
$473 ﹤0.01%
+8
2236
$472 ﹤0.01%
99
2237
$471 ﹤0.01%
+99
2238
$469 ﹤0.01%
+58
2239
$467 ﹤0.01%
+8
2240
$466 ﹤0.01%
+6
2241
$462 ﹤0.01%
69
-176
2242
$456 ﹤0.01%
5
-60
2243
$456 ﹤0.01%
+79
2244
$453 ﹤0.01%
100
2245
$450 ﹤0.01%
+8
2246
$444 ﹤0.01%
40
2247
$443 ﹤0.01%
+4
2248
$440 ﹤0.01%
+1
2249
$438 ﹤0.01%
+6
2250
$437 ﹤0.01%
+29
88 89
90
91 92