EWA
EverSource Wealth Advisors Portfolio holdings
AUM
$2.53B
1-Year Est. Return
23.79%
1 Year Est. Return
+23.79%
AUM
$803M
AUM Growth
+$143M
(+22%)
Holding
2,619
Top Buys
| 1 | +$13.8M | |
| 2 | +$8.66M | |
| 3 | +$7.02M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$5.75M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.71M |
Top Sells
| 1 | +$4.86M | |
| 2 | +$4.55M | |
| 3 | +$1.69M | |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$1.04M |
| 5 |
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% |