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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
+16.18%
1 Year Est. Return
+28.72%
3 Year Est. Return
+89.67%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.97B
AUM Growth
-$313M
Cap. Flow
-$660M
Cap. Flow %
-22.22%
Top 10 Hldgs %
20.26%
Holding
4,581
New
196
Increased
1,409
Reduced
2,429
Closed
190

Top Buys

Rank Stock Value
1
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$10.8M
2
POOL icon
Pool Corp
POOL
+$7.25M
3
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$6.05M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$5.74M
5
GNRC icon
Generac Holdings
GNRC
+$3.37M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$76.7M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$66.2M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$54.7M
4
PRXG
Praxis Impact Large Cap Growth ETF
PRXG
+$33.8M
5
PRXV
Praxis Impact Large Cap Value ETF
PRXV
+$30.7M

Sector Composition

Rank Sector Weight
1 Technology 14.23%
2 Financials 6.31%
3 Industrials 4.5%
4 Consumer Discretionary 4.47%
5 Communication Services 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PBH icon
2626
Prestige Consumer Healthcare
PBH
$2.58B
$15.4K ﹤0.01%
326
-1,205
-79% -$61.9K
ARCB icon
2627
ArcBest
ARCB
$3.02B
$15.4K ﹤0.01%
107
+7
+7% +$911
CERT icon
2628
Certara
CERT
$1.24B
$15.4K ﹤0.01%
2,345
+1,932
+468% +$10.9K
BUSE icon
2629
First Busey Corp
BUSE
$2.59B
$15.3K ﹤0.01%
520
-445
-46% -$12.1K
POST icon
2630
Post Holdings
POST
$4.09B
$15.3K ﹤0.01%
173
-83
-32% -$8.09K
ENPH icon
2631
Enphase Energy
ENPH
$5.24B
$15.3K ﹤0.01%
310
+41
+15% +$1.87K
ASPN icon
2632
Aspen Aerogels
ASPN
$571M
$15.3K ﹤0.01%
2,407
+943
+64% +$4.63K
PJT icon
2633
PJT Partners
PJT
$4.42B
$15.2K ﹤0.01%
101
-14
-12% -$2.16K
LOAR icon
2634
Loar Holdings
LOAR
$6.79B
$15.2K ﹤0.01%
189
+172
+1,012% +$11K
AVNS
2635
DELISTED
Avanos Medical
AVNS
$15.2K ﹤0.01%
612
-1,664
-73% -$39K
UWMC icon
2636
UWM Holdings
UWMC
$407M
$15.2K ﹤0.01%
6,645
-5,519
-45% -$17.2K
TBLA icon
2637
Taboola.com
TBLA
$1.1B
$15.2K ﹤0.01%
3,043
+678
+29% +$2.96K
TMAT icon
2638
Main Thematic Innovation ETF
TMAT
$248M
$15.2K ﹤0.01%
484
-484
-50% -$13.4K
ESGV icon
2639
Vanguard ESG US Stock ETF
ESGV
$13.5B
$15.2K ﹤0.01%
115
– –
UEC icon
2640
Uranium Energy
UEC
$5.32B
$15.2K ﹤0.01%
1,424
-262
-16% -$3.52K
JRS icon
2641
Nuveen Real Estate Income Fund
JRS
$244M
$15.2K ﹤0.01%
1,800
– –
SABR icon
2642
Sabre
SABR
$886M
$15.2K ﹤0.01%
7,253
+2,850
+65% +$4.99K
MYGN icon
2643
Myriad Genetics
MYGN
$304M
$15.1K ﹤0.01%
2,645
-7,671
-74% -$34.8K
BNT
2644
Brookfield Wealth Solutions
BNT
$12.2B
$15.1K ﹤0.01%
353
-484
-58% -$21.7K
EDU icon
2645
New Oriental
EDU
$9.04B
$15K ﹤0.01%
326
-214
-40% -$10.9K
TNXP icon
2646
Tonix Pharmaceuticals
TNXP
$186M
$15K ﹤0.01%
1,173
+797
+212% +$10.3K
EGHT icon
2647
8x8 Inc
EGHT
$327M
$15K ﹤0.01%
8,744
-416
-5% -$837
CCSI icon
2648
Consensus Cloud Solutions
CCSI
$687M
$14.9K ﹤0.01%
391
+121
+45% +$3.62K
SHO icon
2649
Sunstone Hotel Investors
SHO
$2.1B
$14.8K ﹤0.01%
1,297
-961
-43% -$10.1K
GTLS
2650
DELISTED
Chart Industries
GTLS
$14.8K ﹤0.01%
71
-35
-33% -$7.27K
104 105
106
107 108

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SSM
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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 2026 Portfolio in Review

As of Q2 2026, EverSource Wealth Advisors held 4,581 positions worth $2.97B, down 9.5% from $3.28B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

EverSource Wealth Advisors withdrew a net $660M in Q2 2026, closing 190 positions and reducing 2,429 holdings. Its most notable exit was Brazil Potash Corp, an estimated $450K position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Financials and Industrials.

Against the trend, EverSource Wealth Advisors opened a new position in Direxion Daily Semiconductor Bear 3X ETF worth $455K.

  • EverSource Wealth Advisors's largest Q2 2026 buy was Direxion Daily Semiconductor Bear 3X ETF: 14,039 shares worth $455K.
  • EverSource Wealth Advisors added most to iShares Russell 2000 Growth ETF in Q2 2026, an estimated $10.8M increase.
  • EverSource Wealth Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $76.7M.
  • EverSource Wealth Advisors fully exited Brazil Potash Corp in Q2 2026, selling an estimated $450K.
  • EverSource Wealth Advisors's ten largest holdings make up 20% of its $2.97B portfolio in Q2 2026.
  • EverSource Wealth Advisors opened 196 new positions and closed 190 in Q2 2026.
  • EverSource Wealth Advisors's portfolio value fell 9.5% quarter-over-quarter to $2.97B.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.