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
2251
$437 ﹤0.01%
+10
2252
$433 ﹤0.01%
23
-319
2253
$433 ﹤0.01%
+14
2254
$433 ﹤0.01%
+19
2255
$431 ﹤0.01%
+7
2256
$429 ﹤0.01%
+8
2257
$427 ﹤0.01%
+37
2258
$426 ﹤0.01%
23
-107
2259
$426 ﹤0.01%
+25
2260
$422 ﹤0.01%
+12
2261
$420 ﹤0.01%
34
2262
$419 ﹤0.01%
+14
2263
$418 ﹤0.01%
54
-343
2264
$416 ﹤0.01%
+2
2265
$416 ﹤0.01%
18
+9
2266
$415 ﹤0.01%
+1
2267
$412 ﹤0.01%
+200
2268
$412 ﹤0.01%
10
-59
2269
$410 ﹤0.01%
+12
2270
$408 ﹤0.01%
+8
2271
$406 ﹤0.01%
10
2272
$404 ﹤0.01%
+7
2273
$399 ﹤0.01%
52
2274
$397 ﹤0.01%
+15
2275
$389 ﹤0.01%
+3
89 90
91
92 93