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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
SKX
4451
DELISTED
Skechers
SKX
– –
-1,360
Closed -$85.8K
SLN
4452
Silence Therapeutics
SLN
$521M
– –
-10
Closed -$58
SMLR
4453
DELISTED
Semler Scientific
SMLR
– –
-750
Closed -$29.1K
SPRY icon
4454
ARS Pharmaceuticals
SPRY
$590M
– –
-6
Closed -$105
SPTN
4455
DELISTED
SpartanNash
SPTN
– –
-3,685
Closed -$97.6K
SQNS
4456
Sequans Communications SA
SQNS
$37.4M
– –
-14
Closed -$206
SSBK
4457
DELISTED
Southern States Bancshares
SSBK
– –
-8
Closed -$291
SST icon
4458
System1
SST
$15M
– –
-11
Closed -$61
STR
4459
DELISTED
Sitio Royalties
STR
– –
-602
Closed -$11.1K
STPZ icon
4460
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$511M
– –
-338
Closed -$18.2K
STTK icon
4461
Shattuck Labs
STTK
$710M
– –
-112
Closed -$89
SVRA icon
4462
Savara
SVRA
$1.13B
– –
-20
Closed -$46
SWTX
4463
DELISTED
SpringWorks Therapeutics
SWTX
– –
-150
Closed -$7.05K
TC
4464
TuanChe
TC
$60.8M
– –
-57
Closed -$894
TECL icon
4465
Direxion Daily Technology Bull 3x ETF
TECL
$5.14B
– –
-3,000
Closed -$281K
TFPN icon
4466
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
$164M
– –
-335
Closed -$7.69K
TGI
4467
DELISTED
Triumph Group
TGI
– –
-494
Closed -$12.7K
THRD
4468
DELISTED
Third Harmonic Bio
THRD
– –
-50
Closed -$272
TMF icon
4469
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.22B
– –
-1,000
Closed -$39.2K
TPIC
4470
DELISTED
TPI Composites
TPIC
– –
-250
Closed -$215
TRVI icon
4471
Trevi Therapeutics
TRVI
$2.49B
– –
-1
Closed -$5
UCON icon
4472
First Trust Smith Unconstrained Bond ETF
UCON
$3.26B
– –
-378
Closed -$9.41K
UG icon
4473
United-Guardian
UG
$35M
– –
-165
Closed -$1.31K
UGE icon
4474
ProShares Ultra Consumer Staples
UGE
$10.1M
– –
-7,935
Closed -$147K
ULBI icon
4475
Ultralife
ULBI
$88.3M
– –
-79
Closed -$710
177 178
179
180 181

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WT
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SSM
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MP
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PHAM
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ATC
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SP
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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.