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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 28.72%
This Fund
S&P 500
This Quarter Est. Return
+11.61%
1 Year Est. Return
+28.72%
3 Year Est. Return
+89.67%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.21B
AUM Growth
+$393M
Cap. Flow
+$218M
Cap. Flow %
9.84%
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
QQQ icon
Invesco QQQ Trust
QQQ
+$8.86M
5
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.8M

Top Sells

Rank Stock Value
1
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$10.2M
2
AAPL icon
Apple
AAPL
+$4.85M
3
AHR icon
American Healthcare REIT
AHR
+$4.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.29M
5
IWF icon
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
MTH icon
1651
Meritage Homes
MTH
$4.71B
$46.8K ﹤0.01%
699
+462
+195% +$30.6K
SXT icon
1652
Sensient Technologies
SXT
$5.47B
$46.8K ﹤0.01%
475
+306
+181% +$27.4K
HIMS icon
1653
Hims & Hers Health
HIMS
$6.87B
$46.8K ﹤0.01%
938
+687
+274% +$31.1K
AMED
1654
DELISTED
Amedisys
AMED
$46.7K ﹤0.01%
475
+344
+263% +$32.5K
LDEM icon
1655
iShares ESG MSCI EM Leaders ETF
LDEM
$33.2M
$46.7K ﹤0.01%
866
-2
-0.2% -$101
BCO icon
1656
Brink's
BCO
$4.65B
$46.7K ﹤0.01%
523
+323
+162% +$28.1K
HFWA icon
1657
Heritage Financial
HFWA
$1.21B
$46.7K ﹤0.01%
1,958
+1,951
+27,871% +$44.9K
TDS icon
1658
Telephone and Data Systems
TDS
$4.1B
$46.6K ﹤0.01%
1,311
+861
+191% +$30.2K
RDY icon
1659
Dr. Reddy's Laboratories
RDY
$10.1B
$46.6K ﹤0.01%
3,100
+1,294
+72% +$18.5K
CHWY icon
1660
Chewy
CHWY
$9.59B
$46.5K ﹤0.01%
1,091
+878
+412% +$35K
BRC icon
1661
Brady Corp
BRC
$4.63B
$46.5K ﹤0.01%
684
+322
+89% +$22.4K
CDP icon
1662
COPT Defense Properties
CDP
$4.22B
$46.5K ﹤0.01%
1,685
+1,553
+1,177% +$42.1K
TRU icon
1663
TransUnion
TRU
$15.2B
$46.5K ﹤0.01%
528
+197
+60% +$16.4K
CRDO icon
1664
Credo Technology Group
CRDO
$43B
$46.4K ﹤0.01%
501
+333
+198% +$19.4K
CIG icon
1665
CEMIG Preferred Shares
CIG
$6.12B
$46.4K ﹤0.01%
23,648
+16,354
+224% +$29.9K
FDLS icon
1666
Inspire Fidelis Multi Factor ETF
FDLS
$233M
$46.3K ﹤0.01%
1,458
– –
TD icon
1667
Toronto Dominion Bank
TD
$200B
$46.1K ﹤0.01%
627
+116
+23% +$7.57K
BBT
1668
Beacon Financial Corp
BBT
$2.67B
$46K ﹤0.01%
1,838
+1,794
+4,077% +$44.6K
TDW icon
1669
Tidewater
TDW
$4.06B
$45.9K ﹤0.01%
994
+870
+702% +$35.2K
YMM icon
1670
Full Truck Alliance
YMM
$9.89B
$45.8K ﹤0.01%
3,880
+2,845
+275% +$33.1K
BCH icon
1671
Banco de Chile
BCH
$21.3B
$45.8K ﹤0.01%
1,504
+929
+162% +$27.4K
OPCH icon
1672
Option Care Health
OPCH
$3.54B
$45.7K ﹤0.01%
1,407
+1,183
+528% +$38.2K
TRMK icon
1673
Trustmark
TRMK
$2.78B
$45.5K ﹤0.01%
1,248
+1,022
+452% +$35K
LTH icon
1674
Life Time Group Holdings
LTH
$9.72B
$45.5K ﹤0.01%
1,499
+1,002
+202% +$29.7K
CNO icon
1675
CNO Financial Group
CNO
$5.14B
$45.4K ﹤0.01%
1,176
+649
+123% +$24.7K
65 66
67
68 69

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MP
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PHAM
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SGI
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CAM
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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.