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
2301
$260 ﹤0.01%
4
-3
2302
$246 ﹤0.01%
6
2303
$236 ﹤0.01%
12
2304
$231 ﹤0.01%
+100
2305
$231 ﹤0.01%
19
2306
$203 ﹤0.01%
10
2307
$193 ﹤0.01%
9
+1
2308
$190 ﹤0.01%
22
2309
$176 ﹤0.01%
+11
2310
$176 ﹤0.01%
9
2311
$168 ﹤0.01%
+7
2312
$161 ﹤0.01%
26
2313
$160 ﹤0.01%
+24
2314
$156 ﹤0.01%
24
2315
$155 ﹤0.01%
25
-194
2316
$154 ﹤0.01%
+10
2317
$152 ﹤0.01%
5
-369
2318
$152 ﹤0.01%
21
-752
2319
$146 ﹤0.01%
19
2320
$143 ﹤0.01%
2
2321
$143 ﹤0.01%
50
2322
$134 ﹤0.01%
10
2323
$133 ﹤0.01%
+6
2324
$132 ﹤0.01%
17
2325
$128 ﹤0.01%
15
91 92
93
94 95