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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
(+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 | |
|---|---|---|---|---|---|---|
1776
Voya Financial
VOYA
$9.27B
| $39.1K | ﹤0.01% |
551
+475
| +625% | +$30.5K |
|
1777
Nutrien
NTR
$30.9B
| $39.1K | ﹤0.01% |
671
-289
| -30% | -$16.3K |
|
1778
Horace Mann Educators
HMN
$2.11B
| $39.1K | ﹤0.01% |
909
+627
| +222% | +$26.4K |
|
1779
First Bancorp
FBP
$4.4B
| $39K | ﹤0.01% |
1,873
+1,129
| +152% | +$22.2K |
|
|
RAL
1780
Ralliant Corp
RAL
$7.41B
| $38.8K | ﹤0.01% |
+742
| New | +$36.5K |
|
1781
Orion Group Holdings
ORN
$419M
| $38.8K | ﹤0.01% |
4,278
+189
| +5% | +$1.42K |
|
1782
Lakeland Financial Corp
LKFN
$1.54B
| $38.7K | ﹤0.01% |
630
+582
| +1,213% | +$33.8K |
|
1783
Laureate Education
LAUR
$5.28B
| $38.6K | ﹤0.01% |
1,650
+1,265
| +329% | +$27.1K |
|
1784
Boise Cascade
BCC
$3.01B
| $38.5K | ﹤0.01% |
444
-269
| -38% | -$24.4K |
|
1785
Darling Ingredients
DAR
$9.54B
| $38.5K | ﹤0.01% |
1,016
+886
| +682% | +$29.2K |
|
1786
OneAscent International Equity ETF
OAIM
$368M
| $38.5K | ﹤0.01% |
1,009
+181
| +22% | +$6.43K |
|
1787
Fidelity Enhanced Small Cap Core ETF
FESM
$6.23B
| $38.5K | ﹤0.01% |
1,204
+1
| +0.1% | +$30 |
|
1788
Grupo Aeroportuario Centro Norte
OMAB
$5.35B
| $38.5K | ﹤0.01% |
365
+271
| +288% | +$25.4K |
|
1789
VictoryShares US 500 Volatility Wtd ETF
CFA
$550M
| $38.4K | ﹤0.01% |
437
+1
| +0.2% | +$84 |
|
|
IAUX
1790
i-80 Gold Corp
IAUX
$1.38B
| $38.4K | ﹤0.01% |
64,167
+63,840
| +19,523% | +$37.6K |
|
1791
Yeti Holdings
YETI
$3.94B
| $38.2K | ﹤0.01% |
1,212
-450
| -27% | -$13.5K |
|
|
HDV
1792
iShares Core High Dividend ETF
HDV
$14.8B
| $38.2K | ﹤0.01% |
1,630
| – | – |
|
1793
PC Connection
CNXN
$2.13B
| $38.2K | ﹤0.01% |
580
+500
| +625% | +$32.3K |
|
1794
Franklin Electric
FELE
$4.84B
| $38.1K | ﹤0.01% |
425
+101
| +31% | +$8.86K |
|
1795
American Airlines Group
AAL
$10.6B
| $38K | ﹤0.01% |
3,389
+83
| +3% | +$889 |
|
1796
Verra Mobility
VRRM
$744M
| $37.9K | ﹤0.01% |
1,494
+1,217
| +439% | +$28.4K |
|
1797
Brookfield Renewable
BEPC
$6.23B
| $37.9K | ﹤0.01% |
1,157
+543
| +88% | +$15.9K |
|
1798
Pitney Bowes
PBI
$2.41B
| $37.9K | ﹤0.01% |
3,472
+1,015
| +41% | +$9.55K |
|
1799
Albany International
AIN
$1.76B
| $37.9K | ﹤0.01% |
540
+375
| +227% | +$24.9K |
|
1800
America Movil
AMX
$71.5B
| $37.7K | ﹤0.01% |
2,103
+1,235
| +142% | +$20.5K |
|
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B
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.