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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
PEO
1851
Adams Natural Resources Fund
PEO
$731M
$40.3K ﹤0.01%
1,873
– –
RUN icon
1852
Sunrun
RUN
$2.26B
$40.3K ﹤0.01%
2,330
-184
-7% -$2.46K
CMPR icon
1853
Cimpress
CMPR
$2.37B
$40.3K ﹤0.01%
639
+118
+23% +$6.61K
ELP
1854
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$40.1K ﹤0.01%
4,095
-223
-5% -$2K
SAFT icon
1855
Safety Insurance
SAFT
$1.51B
$40.1K ﹤0.01%
567
+71
+14% +$5.16K
HTO
1856
H2O America
HTO
$2.67B
$40.1K ﹤0.01%
823
+289
+54% +$14.4K
SLG icon
1857
SL Green Realty
SLG
$3.83B
$40.1K ﹤0.01%
670
-118
-15% -$6.99K
FBP icon
1858
First Bancorp
FBP
$4.41B
$40.1K ﹤0.01%
1,817
-56
-3% -$1.21K
BCH icon
1859
Banco de Chile
BCH
$20.6B
$40.1K ﹤0.01%
1,322
-182
-12% -$5.29K
SVM
1860
Silvercorp Metals
SVM
$2.02B
$40K ﹤0.01%
6,333
+3,929
+163% +$19.2K
USPH icon
1861
US Physical Therapy
USPH
$1.22B
$40K ﹤0.01%
471
+192
+69% +$15.4K
ELME
1862
Elme Communities
ELME
$145M
$39.9K ﹤0.01%
2,369
-866
-27% -$14.3K
UNFI icon
1863
United Natural Foods
UNFI
$3.04B
$39.9K ﹤0.01%
1,061
-271
-20% -$7.43K
HDV
1864
iShares Core High Dividend ETF
HDV
$14.7B
$39.9K ﹤0.01%
1,630
– –
CFA icon
1865
VictoryShares US 500 Volatility Wtd ETF
CFA
$540M
$39.8K ﹤0.01%
438
+1
+0.2% +$90
PAM icon
1866
Pampa Energía
PAM
$4.57B
$39.8K ﹤0.01%
663
-229
-26% -$15.8K
PAAS icon
1867
Pan American Silver
PAAS
$17.9B
$39.8K ﹤0.01%
1,028
+497
+94% +$16K
MIDD icon
1868
Middleby
MIDD
$6.01B
$39.7K ﹤0.01%
299
-28
-9% -$3.89K
VFC icon
1869
VF Corp
VFC
$5.92B
$39.7K ﹤0.01%
2,748
+1,027
+60% +$13.8K
TTD icon
1870
Trade Desk
TTD
$8.97B
$39.6K ﹤0.01%
809
-522
-39% -$33.1K
PBI icon
1871
Pitney Bowes
PBI
$2.39B
$39.6K ﹤0.01%
3,472
– –
PLOW icon
1872
Douglas Dynamics
PLOW
$992M
$39.6K ﹤0.01%
1,266
+583
+85% +$18.2K
KBR icon
1873
KBR
KBR
$4.56B
$39.5K ﹤0.01%
836
+229
+38% +$11.1K
SXT icon
1874
Sensient Technologies
SXT
$5.22B
$39.5K ﹤0.01%
421
-54
-11% -$5.91K
GOVT icon
1875
iShares US Treasury Bond ETF
GOVT
$43.7B
$39.5K ﹤0.01%
1,707
-1,354
-44% -$31K
73 74
75
76 77

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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
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
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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.