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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
SWKS icon
1051
Skyworks Solutions
SWKS
$9.66B
$152K 0.01%
1,976
-322
-14% -$24K
NXST icon
1052
Nexstar Media Group
NXST
$5.89B
$152K 0.01%
768
+2
+0.3% +$391
MAN icon
1053
ManpowerGroup
MAN
$2.58B
$152K 0.01%
4,000
+2,227
+126% +$91.8K
CRBG icon
1054
Corebridge Financial
CRBG
$14.6B
$151K 0.01%
4,726
+168
+4% +$5.74K
BFAM icon
1055
Bright Horizons
BFAM
$4.24B
$151K 0.01%
1,389
-822
-37% -$95.2K
AER icon
1056
AerCap
AER
$24B
$150K 0.01%
1,242
+99
+9% +$11.6K
SKM icon
1057
SK Telecom
SKM
$11.9B
$150K 0.01%
6,952
+1,220
+21% +$27K
QLYS icon
1058
Qualys
QLYS
$4.85B
$150K 0.01%
1,130
+484
+75% +$65.6K
WTS icon
1059
Watts Water Technologies
WTS
$11.6B
$149K 0.01%
535
+196
+58% +$52.5K
BCX icon
1060
BlackRock Resources & Commodities Strategy Trust
BCX
$882M
$149K 0.01%
14,688
-15
-0.1% -$147
TROW icon
1061
T. Rowe Price
TROW
$26.1B
$149K 0.01%
1,455
-91
-6% -$9.56K
NLR icon
1062
VanEck Uranium + Nuclear Energy ETF
NLR
$3.84B
$149K 0.01%
1,100
– –
OMFL icon
1063
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.75B
$149K 0.01%
2,472
-124
-5% -$7.3K
DRD
1064
DRDGold
DRD
$1.81B
$149K 0.01%
5,387
+1,070
+25% +$19.1K
CRS icon
1065
Carpenter Technology
CRS
$27.8B
$149K 0.01%
605
+155
+34% +$39.6K
JPIE icon
1066
JPMorgan Income ETF
JPIE
$10.1B
$148K 0.01%
3,194
+1,552
+95% +$71.9K
SLVP icon
1067
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$785M
$148K 0.01%
5,395
-984
-15% -$20.7K
BZ icon
1068
Kanzhun
BZ
$7.08B
$148K 0.01%
6,320
+470
+8% +$10.1K
RDDT icon
1069
Reddit
RDDT
$34.6B
$147K 0.01%
641
+588
+1,109% +$120K
THG icon
1070
Hanover Insurance
THG
$7.81B
$147K 0.01%
811
+85
+12% +$14.6K
TS icon
1071
Tenaris
TS
$28.1B
$147K 0.01%
4,113
-335
-8% -$12.2K
IQLT icon
1072
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
$147K 0.01%
3,329
+493
+17% +$21.3K
FCNCA icon
1073
First Citizens BancShares
FCNCA
$25B
$147K 0.01%
82
-6
-7% -$11.8K
SAIA icon
1074
Saia
SAIA
$11B
$146K 0.01%
489
-82
-14% -$24.7K
CR icon
1075
Crane Co
CR
$13.1B
$146K 0.01%
794
+256
+48% +$48.3K
41 42
43
44 45

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WT
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SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
MP
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PHAM
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ATC
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SP
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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.