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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
NVD icon
2451
GraniteShares 2x Short NVDA Daily ETF
NVD
$66.1M
$17.6K ﹤0.01%
+2,025
New +$20.8K
OFIX icon
2452
Orthofix Medical
OFIX
$492M
$17.6K ﹤0.01%
1,202
+294
+32% +$3.86K
MFA
2453
MFA Financial
MFA
$932M
$17.6K ﹤0.01%
1,914
+839
+78% +$8.11K
NBR icon
2454
Nabors Industries
NBR
$1.17B
$17.6K ﹤0.01%
430
+139
+48% +$4.95K
HGTY icon
2455
Hagerty
HGTY
$1.21B
$17.6K ﹤0.01%
1,458
+497
+52% +$5.51K
UVSP icon
2456
Univest Financial
UVSP
$1.23B
$17.5K ﹤0.01%
584
+147
+34% +$4.51K
PRDO icon
2457
Perdoceo Education
PRDO
$2.17B
$17.5K ﹤0.01%
465
-161
-26% -$5.16K
FOR icon
2458
Forestar Group
FOR
$1.48B
$17.5K ﹤0.01%
657
-618
-48% -$15.8K
BBSI icon
2459
Barrett Business Services
BBSI
$1.01B
$17.5K ﹤0.01%
394
+118
+43% +$5.4K
VSEC icon
2460
VSE Corp
VSEC
$5.19B
$17.5K ﹤0.01%
105
-7
-6% -$1.07K
SAH icon
2461
Sonic Automotive
SAH
$3.56B
$17.4K ﹤0.01%
229
-4
-2% -$319
PMT
2462
PennyMac Mortgage Investment
PMT
$845M
$17.4K ﹤0.01%
1,421
-364
-20% -$4.5K
SCHI icon
2463
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$17.4K ﹤0.01%
+754
New +$17.2K
CLSK icon
2464
CleanSpark
CLSK
$3.08B
$17.4K ﹤0.01%
1,197
+252
+27% +$2.84K
WS icon
2465
Worthington Steel
WS
$1.78B
$17.3K ﹤0.01%
569
+10
+2% +$319
SOUN icon
2466
SoundHound AI
SOUN
$2.48B
$17.3K ﹤0.01%
1,075
+427
+66% +$5.67K
TREE icon
2467
LendingTree
TREE
$551M
$17.3K ﹤0.01%
267
+2
+0.8% +$115
SUZ icon
2468
Suzano
SUZ
$10.2B
$17.3K ﹤0.01%
1,837
-565
-24% -$5.36K
SBLK icon
2469
Star Bulk Carriers
SBLK
$3.05B
$17.3K ﹤0.01%
928
-386
-29% -$7.27K
TSBK icon
2470
Timberland Bancorp
TSBK
$352M
$17.2K ﹤0.01%
518
-299
-37% -$9.92K
FWONA icon
2471
Liberty Media Series A
FWONA
$23.4B
$17.2K ﹤0.01%
181
+35
+24% +$3.2K
DBD icon
2472
Diebold Nixdorf
DBD
$2.6B
$17.2K ﹤0.01%
302
+227
+303% +$13.4K
HUBG icon
2473
HUB Group
HUBG
$2.92B
$17.2K ﹤0.01%
499
-102
-17% -$3.64K
EYE icon
2474
National Vision
EYE
$1.76B
$17K ﹤0.01%
583
+5
+0.9% +$123
XHR
2475
Xenia Hotels & Resorts
XHR
$2.01B
$17K ﹤0.01%
1,238
+35
+3% +$475
97 98
99
100 101

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WT
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SSM
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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.