We are live on ! Find out more
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
PAL
3926
Proficient Auto Logistics
PAL
$195M
$537 ﹤0.01%
78
+46
+144% +$339
FCCO icon
3927
First Community Corp
FCCO
$319M
$536 ﹤0.01%
+19
New +$503
HBIO icon
3928
Harvard Bioscience
HBIO
$27M
$535 ﹤0.01%
122
-16
-12% -$76
DHC
3929
Diversified Healthcare Trust
DHC
$2.28B
$529 ﹤0.01%
120
– –
CEVA icon
3930
CEVA Inc
CEVA
$980M
$528 ﹤0.01%
20
-47
-70% -$1.09K
ACTG icon
3931
Acacia Research
ACTG
$447M
$527 ﹤0.01%
162
-2,729
-94% -$9.45K
VOC icon
3932
VOC Energy
VOC
$57M
$527 ﹤0.01%
180
– –
TELO icon
3933
Telomir Pharmaceuticals
TELO
$84.6M
$527 ﹤0.01%
379
+333
+724% +$502
ATS icon
3934
ATS Corp
ATS
$2.58B
$524 ﹤0.01%
20
– –
NODK icon
3935
NI Holdings
NODK
$324M
$515 ﹤0.01%
38
+24
+171% +$315
NPWR icon
3936
NET Power
NPWR
$128M
$515 ﹤0.01%
171
-132
-44% -$352
LONZ icon
3937
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$579M
$511 ﹤0.01%
10
– –
SID icon
3938
Companhia Siderúrgica Nacional
SID
$1.49B
$510 ﹤0.01%
340
-5,334
-94% -$7.69K
SMTI icon
3939
Sanara MedTech
SMTI
$237M
$508 ﹤0.01%
16
+9
+129% +$272
ESOA icon
3940
Energy Services of America
ESOA
$296M
$507 ﹤0.01%
+49
New +$495
BETR icon
3941
Better Home & Finance Holding
BETR
$421M
$505 ﹤0.01%
+9
New +$200
BMGL
3942
Basel Medical
BMGL
$9.19M
$504 ﹤0.01%
+23
New +$577
MURA
3943
DELISTED
Mural Oncology
MURA
$503 ﹤0.01%
+243
New +$522
LWAY icon
3944
Lifeway Foods
LWAY
$466M
$500 ﹤0.01%
18
– –
INSE icon
3945
Inspired Entertainment
INSE
$189M
$497 ﹤0.01%
53
– –
MIRA icon
3946
MIRA Pharmaceuticals
MIRA
$37.1M
$496 ﹤0.01%
+365
New +$530
EVO icon
3947
Evotec
EVO
$682M
$494 ﹤0.01%
+136
New +$517
LOB icon
3948
Live Oak Bancshares
LOB
$1.95B
$493 ﹤0.01%
14
– –
COFS icon
3949
Choiceone Financial
COFS
$507M
$492 ﹤0.01%
17
-1
-6% -$30
AVXL icon
3950
Anavex Life Sciences
AVXL
$232M
$490 ﹤0.01%
55
-23
-29% -$233
156 157
158
159 160

Similar funds

SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
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.