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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
EME icon
401
Emcor
EME
$32.8B
$687K 0.03%
1,057
+108
+11% +$65.5K
RF icon
402
Regions Financial
RF
$26.4B
$686K 0.03%
25,997
+1,533
+6% +$39.8K
ISRG icon
403
Intuitive Surgical
ISRG
$126B
$681K 0.03%
1,523
-227
-13% -$109K
DLN icon
404
WisdomTree US LargeCap Dividend Fund
DLN
$6.27B
$680K 0.03%
7,819
-10
-0.1% -$846
HON icon
405
Honeywell
HON
$77.9B
$677K 0.03%
3,413
-165
-5% -$34.5K
SHOP icon
406
Shopify
SHOP
$160B
$675K 0.03%
4,545
+385
+9% +$52.2K
AEP icon
407
American Electric Power
AEP
$73.6B
$675K 0.03%
6,002
+1,213
+25% +$133K
MOH icon
408
Molina Healthcare
MOH
$10.5B
$670K 0.03%
3,500
+2,344
+203% +$431K
ENB icon
409
Enbridge
ENB
$122B
$670K 0.03%
13,272
+611
+5% +$28.8K
IEI icon
410
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$670K 0.03%
5,604
+3
+0.1% +$357
ELV icon
411
Elevance Health
ELV
$81.3B
$667K 0.03%
2,064
-397
-16% -$123K
VRT icon
412
Vertiv
VRT
$108B
$666K 0.03%
4,413
+413
+10% +$55.1K
FERG icon
413
Ferguson
FERG
$45.2B
$665K 0.03%
2,960
+468
+19% +$106K
IWS icon
414
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$663K 0.03%
4,746
-13
-0.3% -$1.78K
SAP icon
415
SAP
SAP
$198B
$663K 0.03%
2,479
+78
+3% +$21.9K
ZS icon
416
Zscaler
ZS
$23.5B
$661K 0.03%
2,205
+807
+58% +$230K
AMP icon
417
Ameriprise Financial
AMP
$47.5B
$660K 0.03%
1,345
-24
-2% -$12.3K
PNR icon
418
Pentair
PNR
$10.3B
$658K 0.03%
5,945
+1,138
+24% +$121K
STZ icon
419
Constellation Brands
STZ
$22B
$649K 0.03%
4,822
+490
+11% +$77.9K
VGT icon
420
Vanguard Information Technology ETF
VGT
$138B
$643K 0.03%
6,896
-152
-2% -$13.3K
CBRE icon
421
CBRE Group
CBRE
$41.6B
$643K 0.03%
4,080
+2,385
+141% +$369K
SPXL icon
422
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.58B
$642K 0.03%
3,032
– –
EWP icon
423
iShares MSCI Spain ETF
EWP
$2.09B
$642K 0.03%
12,969
+895
+7% +$41.9K
TMUS icon
424
T-Mobile US
TMUS
$193B
$642K 0.03%
2,681
-34
-1% -$8.23K
TRV icon
425
Travelers Companies
TRV
$81.4B
$624K 0.02%
2,234
+182
+9% +$48.7K
15 16
17
18 19

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SSM
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PHAM
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ATC
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SGI
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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.