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EWA
EverSource Wealth Advisors Portfolio holdings
AUM
$2.97B
1-Year Est. Return
28.72%
This Fund
S&P 500
This Quarter
Est. Return
+11.61%
1 Year Est. Return
+28.72%
3 Year Est. Return
+89.67%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.21B
AUM Growth
+$393M
(+22%)
Cap. Flow
+$218M
Cap. Flow
% of AUM
9.84%
Top 10 Holdings %
Top 10 Hldgs %
19.94%
Holding
4,413
New
404
Increased
2,760
Reduced
745
Closed
164
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PRXV
Praxis Impact Large Cap Value ETF
PRXV
|
+$28.1M |
| 2 |
PRXG
Praxis Impact Large Cap Growth ETF
PRXG
|
+$25.5M |
| 3 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$9.75M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$8.86M |
| 5 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$5.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$10.2M |
| 2 |
Apple
AAPL
|
+$4.85M |
| 3 |
American Healthcare REIT
AHR
|
+$4.83M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.29M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.29M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.54% |
| 2 | Financials | 7.15% |
| 3 | Consumer Discretionary | 5.77% |
| 4 | Industrials | 3.78% |
| 5 | Healthcare | 2.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2526
Green Dot
GDOT
$745M
| $14.7K | ﹤0.01% |
1,362
+1,262
| +1,262% | +$11.4K |
|
2527
Global Ship Lease
GSL
$1.53B
| $14.7K | ﹤0.01% |
558
-97
| -15% | -$2.27K |
|
|
AMWD
2528
DELISTED
American Woodmark
AMWD
| $14.7K | ﹤0.01% |
275
+158
| +135% | +$8.93K |
|
2529
Byline Bancorp
BY
$1.76B
| $14.7K | ﹤0.01% |
549
+534
| +3,560% | +$13.7K |
|
2530
Liberty Broadband Class A
LBRDA
$5.16B
| $14.7K | ﹤0.01% |
150
+135
| +900% | +$12K |
|
2531
VSE Corp
VSEC
$6.12B
| $14.7K | ﹤0.01% |
112
+105
| +1,500% | +$13.1K |
|
|
HBI
2532
DELISTED
Hanesbrands
HBI
| $14.7K | ﹤0.01% |
3,202
+1,329
| +71% | +$6.41K |
|
2533
Enlight Renewable Energy
ENLT
$11.9B
| $14.7K | ﹤0.01% |
+645
| New | +$11.7K |
|
2534
Koppers
KOP
$969M
| $14.7K | ﹤0.01% |
456
+110
| +32% | +$3.16K |
|
2535
Caesars Entertainment
CZR
$6.14B
| $14.6K | ﹤0.01% |
516
+49
| +10% | +$1.33K |
|
2536
Polestar Automotive Holding UK
PSNY
$2.06B
| $14.6K | ﹤0.01% |
+456
| New | +$14.5K |
|
|
XRN
2537
Chiron Real Estate Inc
XRN
$477M
| $14.6K | ﹤0.01% |
423
-26
| -6% | -$905 |
|
2538
Alamo Group
ALG
$2.05B
| $14.6K | ﹤0.01% |
67
+39
| +139% | +$7.44K |
|
|
EFOR
2539
Everforth Inc
EFOR
$1.32B
| $14.6K | ﹤0.01% |
293
+247
| +537% | +$13.5K |
|
|
EIC
2540
Eagle Point Income Co
EIC
$230M
| $14.6K | ﹤0.01% |
+1,070
| New | +$14.8K |
|
2541
Ternium
TX
$10.6B
| $14.6K | ﹤0.01% |
485
+279
| +135% | +$7.99K |
|
2542
Patria Investments
PAX
$1.86B
| $14.5K | ﹤0.01% |
1,034
+833
| +414% | +$9.99K |
|
2543
Victory Capital Holdings
VCTR
$6.65B
| $14.5K | ﹤0.01% |
228
+131
| +135% | +$7.88K |
|
2544
Viavi Solutions
VIAV
$9.66B
| $14.5K | ﹤0.01% |
1,440
-289
| -17% | -$2.79K |
|
2545
Dave Inc
DAVE
$4.06B
| $14.5K | ﹤0.01% |
+54
| New | +$8.51K |
|
2546
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.21B
| $14.5K | ﹤0.01% |
129
| – | – |
|
|
NIU
2547
Niu Technologies
NIU
$193M
| $14.4K | ﹤0.01% |
4,290
+2,203
| +106% | +$7.57K |
|
2548
Zumiez
ZUMZ
$339M
| $14.4K | ﹤0.01% |
1,086
+1,050
| +2,917% | +$13.3K |
|
2549
Sonos
SONO
$1.85B
| $14.4K | ﹤0.01% |
1,331
+1,124
| +543% | +$10.9K |
|
2550
State Street SPDR Dow Jones International Real Estate ETF
RWX
$270M
| $14.4K | ﹤0.01% |
525
+485
| +1,213% | +$12.7K |
|
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B
EverSource Wealth Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, EverSource Wealth Advisors held 4,413 positions worth $2.21B, up 22% from $1.82B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
EverSource Wealth Advisors deployed $218M of net new capital in Q2 2025, opening 404 new positions and adding to 2,760 existing holdings. Its largest new stake was Praxis Impact Large Cap Value ETF: 1,041,021 shares worth $29.5M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard International Dividend Appreciation ETF, an estimated $10.2M trimmed.
- EverSource Wealth Advisors's largest Q2 2025 buy was Praxis Impact Large Cap Value ETF: 1,041,021 shares worth $29.5M.
- EverSource Wealth Advisors added most to Vanguard 0-3 Month Treasury Bill ETF in Q2 2025, an estimated $9.75M increase.
- EverSource Wealth Advisors's biggest Q2 2025 reduction was Vanguard International Dividend Appreciation ETF, cutting an estimated $10.2M.
- EverSource Wealth Advisors fully exited State Street SPDR S&P Regional Banking ETF in Q2 2025, selling an estimated $2.75M.
- EverSource Wealth Advisors's ten largest holdings make up 20% of its $2.21B portfolio in Q2 2025.
- EverSource Wealth Advisors opened 404 new positions and closed 164 in Q2 2025.
- EverSource Wealth Advisors's portfolio value rose 22% quarter-over-quarter to $2.21B.
Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.