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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
+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
(+22%)
Cap. Flow
+$218M
Cap. Flow
% of AUM
9.84%
Top 10 Holdings %
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 |
Invesco QQQ Trust
QQQ
|
+$8.86M |
| 5 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$5.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$10.2M |
| 2 |
Apple
AAPL
|
+$4.85M |
| 3 |
American Healthcare REIT
AHR
|
+$4.83M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.29M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
701
Nike
NKE
$62B
| $279K | 0.01% |
3,934
-207
| -5% | -$12.4K |
|
|
SNV
702
DELISTED
Synovus
SNV
| $279K | 0.01% |
5,394
+3,044
| +130% | +$140K |
|
703
HDFC Bank
HDB
$123B
| $278K | 0.01% |
7,258
+2,376
| +49% | +$86.1K |
|
704
Darden Restaurants
DRI
$23.9B
| $278K | 0.01% |
1,276
+586
| +85% | +$122K |
|
705
Lithia Motors
LAD
$8.14B
| $277K | 0.01% |
821
+273
| +50% | +$84.4K |
|
706
Direxion Daily Technology Bear 3x ETF
TECS
$56.1M
| $277K | 0.01% |
+1,035
| New | +$455K |
|
707
Baker Hughes
BKR
$61.1B
| $277K | 0.01% |
7,216
+2,368
| +49% | +$89.4K |
|
708
Ollie's Bargain Outlet
OLLI
$4.72B
| $276K | 0.01% |
2,091
-72
| -3% | -$8.24K |
|
709
Cognizant
CTSH
$25.3B
| $275K | 0.01% |
3,521
+1,214
| +53% | +$93K |
|
710
Franklin FTSE India ETF
FLIN
$2.69B
| $274K | 0.01% |
6,889
+5,814
| +541% | +$222K |
|
711
AdvisorShares STAR Global Buy-Write ETF
VEGA
$90.9M
| $274K | 0.01% |
5,945
-1,956
| -25% | -$85.4K |
|
712
ProShares Ultra Communication Services
LTL
$6.64M
| $274K | 0.01% |
11,000
+7,000
| +175% | +$145K |
|
713
Group 1 Automotive
GPI
$3.35B
| $273K | 0.01% |
626
+206
| +49% | +$86.5K |
|
714
Wheaton Precious Metals
WPM
$55.9B
| $273K | 0.01% |
3,043
+2,355
| +342% | +$198K |
|
715
Bright Horizons
BFAM
$3.98B
| $273K | 0.01% |
2,211
-162
| -7% | -$19.9K |
|
716
Banco Santander
SAN
$210B
| $273K | 0.01% |
32,849
+12,894
| +65% | +$95.9K |
|
717
Equity Residential
EQR
$25.4B
| $272K | 0.01% |
4,030
+257
| +7% | +$17.7K |
|
718
Teradyne
TER
$61.7B
| $272K | 0.01% |
3,025
-554
| -15% | -$44.3K |
|
719
Vanguard Health Care ETF
VHT
$18.3B
| $272K | 0.01% |
1,095
-2,035
| -65% | -$503K |
|
720
ProShares UltraShort Bloomberg Crude Oil
SCO
$772M
| $271K | 0.01% |
+3,750
| New | +$293K |
|
721
Nordson
NDSN
$17.4B
| $270K | 0.01% |
1,259
-318
| -20% | -$63.3K |
|
722
Ashland
ASH
$3.28B
| $270K | 0.01% |
5,366
+5,093
| +1,866% | +$259K |
|
723
Carvana
CVNA
$76.7B
| $270K | 0.01% |
4,000
+645
| +19% | +$35.4K |
|
724
Consolidated Edison
ED
$39.6B
| $269K | 0.01% |
2,685
+547
| +26% | +$57.9K |
|
725
M&T Bank
MTB
$36.6B
| $269K | 0.01% |
1,386
+404
| +41% | +$71.3K |
|
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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.