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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 28.74%
This Fund
S&P 500
This Quarter Est. Return
+8.52%
1 Year Est. Return
+28.74%
3 Year Est. Return
+89.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.53B
AUM Growth
+$313M
Cap. Flow
+$148M
Cap. Flow %
5.84%
Top 10 Hldgs %
19.9%
Holding
4,514
New
265
Increased
1,954
Reduced
1,603
Closed
193

Top Buys

Rank Stock Value
1
APO icon
Apollo Global Management
APO
+$28.3M
2
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$6.27M
3
PRXG
Praxis Impact Large Cap Growth ETF
PRXG
+$6.21M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.09M
5
PSH icon
PGIM Short Duration High Yield ETF
PSH
+$5.91M

Top Sells

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$6.83M
2
SOVF icon
Sovereign's Capital Flourish Fund
SOVF
+$3.31M
3
BRDG
Bridge Investment Group
BRDG
+$2.99M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.25M
5
PLTR icon
Palantir
PLTR
+$2.09M

Sector Composition

Rank Sector Weight
1 Technology 12.84%
2 Financials 7.69%
3 Consumer Discretionary 5.5%
4 Industrials 3.53%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBTN
3751
WEBTOON Entertainment Inc
WBTN
$1.25B
$1.03K ﹤0.01%
53
+27
+104% +$360
DNTH icon
3752
Dianthus Therapeutics
DNTH
$5.71B
$1.02K ﹤0.01%
+26
New +$664
SIBN icon
3753
SI-BONE Inc
SIBN
$756M
$1.02K ﹤0.01%
69
-2
-3% -$33
DEM icon
3754
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
$1.01K ﹤0.01%
22
-50
-69% -$2.31K
UFI icon
3755
UNIFI
UFI
$121M
$1K ﹤0.01%
+211
New +$973
STXS icon
3756
Stereotaxis
STXS
$130M
$1K ﹤0.01%
322
-9
-3% -$23
CDRE icon
3757
Cadre Holdings
CDRE
$1.4B
$986 ﹤0.01%
27
+14
+108% +$451
EML icon
3758
Eastern Company
EML
$146M
$985 ﹤0.01%
42
+9
+27% +$213
EBND icon
3759
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$983 ﹤0.01%
46
+32
+229% +$681
DGICB
3760
Donegal Group Class B
DGICB
$800M
$981 ﹤0.01%
59
-20
-25% -$308
FCBC icon
3761
First Community Bankshares
FCBC
$909M
$974 ﹤0.01%
28
+15
+115% +$568
VKTX icon
3762
Viking Therapeutics
VKTX
$4.05B
$972 ﹤0.01%
37
-61
-62% -$1.82K
LUNR icon
3763
Intuitive Machines
LUNR
$2.14B
$968 ﹤0.01%
92
-16
-15% -$162
PYXS icon
3764
Pyxis Oncology
PYXS
$184M
$964 ﹤0.01%
434
-157
-27% -$226
ABX
3765
Abacus Global Management
ABX
$1B
$963 ﹤0.01%
+168
New +$998
PKOH icon
3766
Park-Ohio Holdings
PKOH
$563M
$956 ﹤0.01%
45
+34
+309% +$651
PRAX icon
3767
Praxis Precision Medicines
PRAX
$8.8B
$954 ﹤0.01%
18
– –
NRIM icon
3768
Northrim BanCorp
NRIM
$595M
$953 ﹤0.01%
44
-4
-8% -$91
GOOS
3769
Canada Goose Holdings
GOOS
$891M
$952 ﹤0.01%
+69
New +$895
SABR icon
3770
Sabre
SABR
$704M
$952 ﹤0.01%
520
-213
-29% -$502
MYPS icon
3771
PLAYSTUDIOS Inc
MYPS
$78.4M
$948 ﹤0.01%
985
-3,191
-76% -$3.44K
KIDS icon
3772
OrthoPediatrics
KIDS
$509M
$945 ﹤0.01%
51
-24
-32% -$494
LABU icon
3773
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$548M
$944 ﹤0.01%
10
– –
RDNW
3774
RideNow Group
RDNW
$251M
$937 ﹤0.01%
213
-45
-17% -$144
OCUL icon
3775
Ocular Therapeutix
OCUL
$1.89B
$935 ﹤0.01%
80
+2
+3% +$24
149 150
151
152 153

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SHGA
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WT
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SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
MP
Munro Partners Melbourne, Australia $2.95B AUM 68.18% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

EverSource Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, EverSource Wealth Advisors held 4,514 positions worth $2.53B, up 14% from $2.21B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

EverSource Wealth Advisors deployed $148M of net new capital in Q3 2025, opening 265 new positions and adding to 1,954 existing holdings. Its largest new stake was PGIM Short Duration High Yield ETF: 116,681 shares worth $5.93M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Graphic Packaging, an estimated $6.83M trimmed.

  • EverSource Wealth Advisors's largest Q3 2025 buy was PGIM Short Duration High Yield ETF: 116,681 shares worth $5.93M.
  • EverSource Wealth Advisors added most to Apollo Global Management in Q3 2025, an estimated $28.3M increase.
  • EverSource Wealth Advisors's biggest Q3 2025 reduction was Graphic Packaging, cutting an estimated $6.83M.
  • EverSource Wealth Advisors fully exited Bridge Investment Group in Q3 2025, selling an estimated $2.99M.
  • EverSource Wealth Advisors's ten largest holdings make up 20% of its $2.53B portfolio in Q3 2025.
  • EverSource Wealth Advisors opened 265 new positions and closed 193 in Q3 2025.
  • EverSource Wealth Advisors's portfolio value rose 14% quarter-over-quarter to $2.53B.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.