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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
EQR icon
876
Equity Residential
EQR
$25.2B
$211K 0.01%
3,254
-776
-19% -$50.7K
PB icon
877
Prosperity Bancshares
PB
$8.69B
$210K 0.01%
3,170
-1,029
-25% -$70.7K
PJAN icon
878
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
$210K 0.01%
4,589
– –
JEPQ icon
879
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39B
$209K 0.01%
3,640
-1,541
-30% -$85.5K
TY icon
880
TRI-Continental Corp
TY
$1.86B
$209K 0.01%
+6,137
New +$202K
RMD icon
881
ResMed
RMD
$29.5B
$208K 0.01%
760
+10
+1% +$2.73K
LYB icon
882
LyondellBasell Industries
LYB
$18.9B
$208K 0.01%
4,242
-1,009
-19% -$56.9K
MELI icon
883
Mercado Libre
MELI
$92.3B
$208K 0.01%
89
+12
+16% +$28.8K
BJ icon
884
BJs Wholesale Club
BJ
$12.1B
$207K 0.01%
2,225
-2,060
-48% -$211K
SCI icon
885
Service Corp International
SCI
$11.4B
$207K 0.01%
2,490
-71
-3% -$5.67K
MTDR icon
886
Matador Resources
MTDR
$5.86B
$207K 0.01%
4,611
+1,350
+41% +$65.9K
LOGI icon
887
Logitech
LOGI
$15.5B
$207K 0.01%
1,886
+107
+6% +$10.8K
NWG icon
888
NatWest
NWG
$72.8B
$207K 0.01%
14,613
+2,323
+19% +$32.8K
IEX icon
889
IDEX
IEX
$16.6B
$206K 0.01%
1,268
+225
+22% +$38K
NVO
890
Novo Nordisk
NVO
$220B
$205K 0.01%
3,695
-1,196
-24% -$70K
RS icon
891
Reliance Steel & Aluminium
RS
$20.6B
$205K 0.01%
729
-49
-6% -$14.7K
SPIB icon
892
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$204K 0.01%
6,027
+1
+0% +$34
IUSG icon
893
iShares Core S&P US Growth ETF
IUSG
$31.1B
$203K 0.01%
1,232
– –
IJS icon
894
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$203K 0.01%
1,832
+1,700
+1,288% +$181K
SMCI icon
895
Super Micro Computer
SMCI
$19.3B
$203K 0.01%
4,226
+747
+21% +$35.7K
ETO
896
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$493M
$202K 0.01%
+7,342
New +$201K
G icon
897
Genpact
G
$5.45B
$202K 0.01%
4,828
+2,211
+84% +$97.2K
FTAI icon
898
FTAI Aviation
FTAI
$22B
$202K 0.01%
1,211
+57
+5% +$8.11K
SECT icon
899
Main Sector Rotation ETF
SECT
$2.75B
$201K 0.01%
3,197
-5
-0.2% -$300
PFG icon
900
Principal Financial Group
PFG
$24B
$201K 0.01%
2,429
+151
+7% +$12.1K
34 35
36
37 38

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SSM
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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.