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
2351
$46 ﹤0.01%
+2
2352
$44 ﹤0.01%
+1
2353
$42 ﹤0.01%
1
2354
$40 ﹤0.01%
12
2355
$36 ﹤0.01%
200
2356
$35 ﹤0.01%
+5
2357
$34 ﹤0.01%
+2
2358
$33 ﹤0.01%
+2
2359
$33 ﹤0.01%
1
-77
2360
$31 ﹤0.01%
23
2361
$29 ﹤0.01%
3
2362
$29 ﹤0.01%
3
-410
2363
$27 ﹤0.01%
+10
2364
$25 ﹤0.01%
+13
2365
– –
0
2366
$24 ﹤0.01%
2
2367
– –
0
2368
$11 ﹤0.01%
+10
2369
$8 ﹤0.01%
+9
2370
$6 ﹤0.01%
+1
2371
$5 ﹤0.01%
2
2372
– –
0
2373
– –
0
2374
$1 ﹤0.01%
1
2375
– –
-62
93 94
95
96 97