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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
LPLA icon
676
LPL Financial
LPLA
$26.5B
$332K 0.01%
997
-236
-19% -$85.5K
IEV icon
677
iShares Europe ETF
IEV
$1.64B
$331K 0.01%
5,061
-279
-5% -$17.8K
HMC icon
678
Honda
HMC
$37.8B
$330K 0.01%
10,723
+1,762
+20% +$57.5K
CAG icon
679
Conagra Brands
CAG
$7.29B
$329K 0.01%
17,985
+6,022
+50% +$115K
GPI icon
680
Group 1 Automotive
GPI
$4.01B
$329K 0.01%
751
+125
+20% +$56.1K
KMB icon
681
Kimberly-Clark
KMB
$37B
$328K 0.01%
2,642
-1,445
-35% -$187K
CPAY icon
682
Corpay
CPAY
$24.8B
$328K 0.01%
1,139
+22
+2% +$7.01K
SE icon
683
Sea Limited
SE
$63.9B
$328K 0.01%
1,835
+160
+10% +$27.4K
AXON
684
Axon Enterprise
AXON
$42.4B
$327K 0.01%
456
+3
+0.7% +$2.28K
AYI icon
685
Acuity Brands
AYI
$10.1B
$327K 0.01%
950
+86
+10% +$27.4K
EXEL icon
686
Exelixis
EXEL
$14B
$327K 0.01%
7,919
+384
+5% +$15.4K
CVNA icon
687
Carvana
CVNA
$45.9B
$326K 0.01%
4,320
+320
+8% +$22.9K
MDB icon
688
MongoDB
MDB
$24.9B
$326K 0.01%
1,049
-231
-18% -$59.4K
CW icon
689
Curtiss-Wright
CW
$27.5B
$324K 0.01%
597
+137
+30% +$67.5K
FLTW icon
690
Franklin FTSE Taiwan ETF
FLTW
$2.69B
$323K 0.01%
5,496
-71
-1% -$3.92K
WEC icon
691
WEC Energy
WEC
$37.1B
$323K 0.01%
2,815
+516
+22% +$55.9K
HUBS icon
692
HubSpot
HUBS
$11.4B
$322K 0.01%
689
+372
+117% +$187K
WAB icon
693
Wabtec
WAB
$50.8B
$322K 0.01%
1,607
+184
+13% +$36.3K
TDY icon
694
Teledyne Technologies
TDY
$30.2B
$322K 0.01%
549
-130
-19% -$71.2K
CI icon
695
Cigna
CI
$77B
$322K 0.01%
1,115
-428
-28% -$127K
EQT icon
696
EQT Corp
EQT
$32.5B
$321K 0.01%
5,905
-804
-12% -$42.5K
MAR icon
697
Marriott International
MAR
$101B
$321K 0.01%
1,233
+16
+1% +$4.3K
CAH icon
698
Cardinal Health
CAH
$53.7B
$320K 0.01%
2,038
-310
-13% -$47.9K
CGMS icon
699
Capital Group US Multi-Sector Income ETF
CGMS
$5.2B
$320K 0.01%
11,520
+236
+2% +$6.54K
TLH icon
700
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$319K 0.01%
3,099
+559
+22% +$56.5K
26 27
28
29 30

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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.