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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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
+$8.53M
3
+$6.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.63M

Top Sells

1
+$5.19M
2
+$4.38M
3
+$1.82M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.02M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$760K

Sector Composition

1 Technology 10.14%
2 Financials 6.61%
3 Consumer Discretionary 6.3%
4 Industrials 4.32%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
– –
-100
2402
– –
-5,394
2403
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-148
2404
– –
-9
2405
– –
-33
2406
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-49
2407
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-124
2408
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-113
2409
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-69
2410
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-29
2411
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-346
2412
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-115
2413
– –
-664
2414
– –
-1,480
2415
– –
-43
2416
– –
-304
2417
– –
-505
2418
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-258
2419
– –
-400
2420
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-800
2421
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-100
2422
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-299
2423
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-41
2424
– –
-2,056
2425
– –
-217
95 96
97
98 99