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
+11.61%
1 Year Est. Return
+28.74%
3 Year Est. Return
+89.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.21B
AUM Growth
+$393M
Cap. Flow
+$218M
Cap. Flow %
9.84%
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
QQQ icon
Invesco QQQ Trust
QQQ
+$8.86M
5
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.8M

Top Sells

Rank Stock Value
1
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$10.2M
2
AAPL icon
Apple
AAPL
+$4.85M
3
AHR icon
American Healthcare REIT
AHR
+$4.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.29M
5
IWF icon
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
MTUM icon
526
iShares MSCI USA Momentum Factor ETF
MTUM
$26.6B
$412K 0.02%
1,715
-496
-22% -$108K
LYFT icon
527
Lyft
LYFT
$6.35B
$411K 0.02%
26,065
+23,494
+914% +$329K
MANH icon
528
Manhattan Associates
MANH
$11B
$410K 0.02%
2,076
+1,702
+455% +$309K
SONY icon
529
Sony
SONY
$131B
$409K 0.02%
15,729
+2,739
+21% +$68.5K
BNY
530
Bank of New York Mellon
BNY
$106B
$404K 0.02%
4,438
+1,273
+40% +$108K
CCK icon
531
Crown Holdings
CCK
$13.2B
$403K 0.02%
3,909
+3,412
+687% +$325K
A icon
532
Agilent Technologies
A
$39.3B
$401K 0.02%
3,400
+2,023
+147% +$224K
EVR icon
533
Evercore
EVR
$12.4B
$400K 0.02%
1,483
+729
+97% +$160K
MOS icon
534
The Mosaic Company
MOS
$7.22B
$399K 0.02%
10,934
+529
+5% +$16.9K
BSY icon
535
Bentley Systems
BSY
$11B
$399K 0.02%
7,384
-2,781
-27% -$129K
KMI icon
536
Kinder Morgan
KMI
$69.9B
$397K 0.02%
13,519
+2,329
+21% +$63.9K
NSC icon
537
Norfolk Southern
NSC
$76.7B
$397K 0.02%
1,550
+199
+15% +$46.9K
PSA icon
538
Public Storage
PSA
$61B
$396K 0.02%
1,349
+854
+173% +$253K
ZBRA icon
539
Zebra Technologies
ZBRA
$17.6B
$395K 0.02%
1,283
-26
-2% -$7.06K
CAH icon
540
Cardinal Health
CAH
$54.7B
$394K 0.02%
2,348
+168
+8% +$24.9K
CNC icon
541
Centene
CNC
$31.7B
$394K 0.02%
7,259
+4,777
+192% +$280K
POOL icon
542
Pool Corp
POOL
$7.39B
$393K 0.02%
1,350
-138
-9% -$41.7K
PPC icon
543
Pilgrim's Pride
PPC
$6.42B
$393K 0.02%
8,735
+3,099
+55% +$152K
EQT icon
544
EQT Corp
EQT
$33B
$391K 0.02%
6,709
+5,042
+302% +$272K
HBAN icon
545
Huntington Bancshares
HBAN
$35.5B
$391K 0.02%
23,328
+5,655
+32% +$85.3K
TSN icon
546
Tyson Foods
TSN
$20.7B
$389K 0.02%
6,952
+4,265
+159% +$245K
TQQQ icon
547
ProShares UltraPro QQQ
TQQQ
$38B
$388K 0.02%
9,348
+3,942
+73% +$125K
LH icon
548
Labcorp
LH
$25.3B
$388K 0.02%
1,476
+94
+7% +$22.9K
IP icon
549
International Paper
IP
$22.4B
$387K 0.02%
8,264
+3,229
+64% +$153K
SNPS icon
550
Synopsys
SNPS
$77.3B
$385K 0.02%
750
+157
+26% +$73.1K
20 21
22
23 24

Similar funds

SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 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
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

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.