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
2326
$125 ﹤0.01%
7
2327
$124 ﹤0.01%
+17
2328
$121 ﹤0.01%
5
2329
$119 ﹤0.01%
20
-276
2330
$115 ﹤0.01%
+13
2331
$105 ﹤0.01%
16
2332
$105 ﹤0.01%
13
-32
2333
$95 ﹤0.01%
6
2334
$91 ﹤0.01%
8
2335
$90 ﹤0.01%
+3
2336
$89 ﹤0.01%
1
-40
2337
$87 ﹤0.01%
+2
2338
$84 ﹤0.01%
10
2339
$84 ﹤0.01%
3
-1,508
2340
$81 ﹤0.01%
5
2341
$72 ﹤0.01%
+10
2342
$72 ﹤0.01%
+2
2343
$72 ﹤0.01%
1,800
2344
$71 ﹤0.01%
+20
2345
$69 ﹤0.01%
+32
2346
$58 ﹤0.01%
+11
2347
$57 ﹤0.01%
+6
2348
$55 ﹤0.01%
+3
2349
$51 ﹤0.01%
+3
2350
$50 ﹤0.01%
5
-220
92 93
94
95 96