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
2276
$373 ﹤0.01%
9
-32
2277
$372 ﹤0.01%
+13
2278
$372 ﹤0.01%
12
-15
2279
$365 ﹤0.01%
+6
2280
$361 ﹤0.01%
6
2281
$360 ﹤0.01%
29
-139
2282
$347 ﹤0.01%
34
2283
$341 ﹤0.01%
27
2284
$334 ﹤0.01%
+134
2285
$314 ﹤0.01%
+59
2286
$314 ﹤0.01%
+8
2287
$312 ﹤0.01%
+10
2288
$309 ﹤0.01%
+5
2289
$298 ﹤0.01%
+18
2290
$297 ﹤0.01%
+1
2291
$297 ﹤0.01%
10
2292
$290 ﹤0.01%
+93
2293
$289 ﹤0.01%
+9
2294
$283 ﹤0.01%
20
2295
$281 ﹤0.01%
61
+30
2296
$280 ﹤0.01%
30
2297
$276 ﹤0.01%
6
-24
2298
$267 ﹤0.01%
18
2299
$265 ﹤0.01%
31
2300
$261 ﹤0.01%
9
90 91
92
93 94