EWA
EverSource Wealth Advisors Portfolio holdings
AUM
$2.53B
1-Year Est. Return
23.79%
1 Year Est. Return
+23.79%
AUM
$2.53B
AUM Growth
+$314M
(+14%)
Holding
4,514
Top Buys
| 1 | +$26.7M | |
| 2 | +$6.53M | |
| 3 | +$6.5M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$6.1M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$6.06M |
Top Sells
| 1 | +$6.15M | |
| 2 | +$3.3M | |
| 3 | +$2.99M | |
| 4 |
Palantir
PLTR
|
+$2.35M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$2.31M |
Sector Composition
| 1 | Technology | 12.86% |
| 2 | Financials | 7.68% |
| 3 | Consumer Discretionary | 5.5% |
| 4 | Industrials | 3.52% |
| 5 | Communication Services | 3.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
4501
Rekor Systems
REKR
$215M
| – | – |
-317
|
|
||
4502
Cohen & Steers REIT and Preferred and Income Fund
RNP
$936M
| – | – |
-2,750
|
|