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
+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
OHI icon
826
Omega Healthcare
OHI
$15.3B
$234K 0.01%
5,543
-172
-3% -$6.94K
AFRM icon
827
Affirm
AFRM
$24.5B
$233K 0.01%
3,195
+457
+17% +$34.8K
GSLC icon
828
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$232K 0.01%
1,783
-179
-9% -$22.5K
NUE icon
829
Nucor
NUE
$56.4B
$231K 0.01%
1,708
-66
-4% -$9.34K
INGR icon
830
Ingredion
INGR
$6.4B
$231K 0.01%
1,889
+621
+49% +$80K
XOP icon
831
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.47B
$231K 0.01%
1,744
– –
CTSH icon
832
Cognizant
CTSH
$22.3B
$230K 0.01%
3,433
-88
-2% -$6.36K
ETG
833
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.74B
$230K 0.01%
+10,893
New +$227K
HDB icon
834
HDFC Bank
HDB
$119B
$230K 0.01%
6,727
-531
-7% -$19.6K
ZWS icon
835
Zurn Elkay Water Solutions
ZWS
$8.14B
$229K 0.01%
4,871
-1,929
-28% -$83.3K
HUBB icon
836
Hubbell
HUBB
$26.3B
$229K 0.01%
532
+64
+14% +$27.5K
KMID
837
Virtus KAR Mid-Cap ETF
KMID
$46.3M
$228K 0.01%
9,261
+9,190
+12,944% +$229K
GWRE icon
838
Guidewire Software
GWRE
$12.4B
$228K 0.01%
991
+163
+20% +$37.1K
PSN icon
839
Parsons
PSN
$6.36B
$227K 0.01%
2,738
+670
+32% +$51.8K
ATO icon
840
Atmos Energy
ATO
$29.7B
$227K 0.01%
1,327
-59
-4% -$9.53K
CTVA icon
841
Corteva
CTVA
$58.6B
$226K 0.01%
3,347
+788
+31% +$57.1K
ETSY icon
842
Etsy
ETSY
$7.96B
$225K 0.01%
3,393
-42
-1% -$2.51K
FWONK icon
843
Liberty Media Series C
FWONK
$24.6B
$225K 0.01%
2,156
-137
-6% -$13.9K
RJF icon
844
Raymond James Financial
RJF
$33.3B
$225K 0.01%
1,303
+119
+10% +$19.7K
XLG icon
845
Invesco S&P 500 Top 50 ETF
XLG
$10.4B
$225K 0.01%
3,907
+814
+26% +$44.5K
NFG icon
846
National Fuel Gas
NFG
$7.67B
$225K 0.01%
2,433
+1,517
+166% +$132K
TNGX icon
847
Tango Therapeutics
TNGX
$4.35B
$224K 0.01%
26,653
+22
+0.1% +$149
HALO icon
848
Halozyme
HALO
$9.66B
$224K 0.01%
3,049
+364
+14% +$24.2K
CBOE icon
849
Cboe Global Markets
CBOE
$30.2B
$224K 0.01%
911
+63
+7% +$15.1K
AVGE icon
850
Avantis All Equity Markets ETF
AVGE
$1.09B
$223K 0.01%
2,677
+141
+6% +$11.4K
32 33
34
35 36

Similar funds

SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 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

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.