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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
NVS icon
576
Novartis
NVS
$297B
$410K 0.02%
3,201
+180
+6% +$22K
THC icon
577
Tenet Healthcare
THC
$21B
$410K 0.02%
2,020
+800
+66% +$142K
EBAY icon
578
eBay
EBAY
$50.3B
$409K 0.02%
4,496
+36
+0.8% +$3.18K
BMY icon
579
Bristol-Myers Squibb
BMY
$128B
$409K 0.02%
9,063
+1,632
+22% +$76.2K
HUM icon
580
Humana
HUM
$45.8B
$407K 0.02%
1,563
+213
+16% +$56K
ARE icon
581
Alexandria Real Estate Equities
ARE
$8.96B
$406K 0.02%
4,875
+173
+4% +$13.9K
EFX icon
582
Equifax
EFX
$20.8B
$406K 0.02%
1,582
-148
-9% -$37.2K
USFD icon
583
US Foods
USFD
$21.9B
$405K 0.02%
5,291
+350
+7% +$27.8K
ILMN icon
584
Illumina
ILMN
$28.7B
$405K 0.02%
4,267
+671
+19% +$66.5K
AWI icon
585
Armstrong World Industries
AWI
$7.05B
$405K 0.02%
2,067
+567
+38% +$105K
WF icon
586
Woori Financial
WF
$16.4B
$402K 0.02%
7,162
+104
+1% +$5.67K
TTC icon
587
Toro Company
TTC
$9.01B
$401K 0.02%
5,262
+1,167
+28% +$89.5K
SSNC icon
588
SS&C Technologies
SSNC
$18.1B
$400K 0.02%
4,505
-41
-0.9% -$3.55K
SAN icon
589
Banco Santander
SAN
$200B
$398K 0.02%
37,935
+5,086
+15% +$47.4K
LH icon
590
Labcorp
LH
$24.7B
$397K 0.02%
1,383
-93
-6% -$24.9K
IDXX icon
591
Idexx Laboratories
IDXX
$43.9B
$397K 0.02%
621
+15
+2% +$9.11K
PSA icon
592
Public Storage
PSA
$60.5B
$396K 0.02%
1,371
+22
+2% +$6.31K
WPM icon
593
Wheaton Precious Metals
WPM
$50.9B
$396K 0.02%
3,541
+498
+16% +$48.7K
AIG icon
594
American International
AIG
$42B
$395K 0.02%
5,033
-2,431
-33% -$194K
MTG icon
595
MGIC Investment
MTG
$6.34B
$394K 0.02%
13,896
+524
+4% +$14.3K
IAGG icon
596
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$392K 0.02%
7,660
+293
+4% +$15K
HPE icon
597
Hewlett Packard
HPE
$63.8B
$391K 0.02%
15,929
+653
+4% +$14.4K
LNG icon
598
Cheniere Energy
LNG
$53.6B
$391K 0.02%
1,665
+170
+11% +$40K
SNV
599
DELISTED
Synovus
SNV
$390K 0.02%
7,937
+2,543
+47% +$130K
SHG icon
600
Shinhan Financial Group
SHG
$33.6B
$389K 0.02%
7,732
+279
+4% +$13.6K
22 23
24
25 26

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SSM
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MP
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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.