We are live on
!
Find out more
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
(-9.5%)
Cap. Flow
-$660M
Cap. Flow
% of AUM
-22.22%
Top 10 Holdings %
Top 10 Hldgs %
20.26%
Holding
4,581
New
196
Increased
1,409
Reduced
2,429
Closed
190
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
+$10.8M |
| 2 |
Pool Corp
POOL
|
+$7.25M |
| 3 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$6.05M |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
+$5.74M |
| 5 |
Generac Holdings
GNRC
|
+$3.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$76.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$66.2M |
| 3 |
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 | |
|---|---|---|---|---|---|---|
2651
SFL Corp
SFL
$1.61B
| $14.8K | ﹤0.01% |
1,452
-992
| -41% | -$11.3K |
|
2652
Astec Industries
ASTE
$1.02B
| $14.8K | ﹤0.01% |
242
-384
| -61% | -$21.2K |
|
2653
Alto Neuroscience
ANRO
$1.11B
| $14.8K | ﹤0.01% |
560
-68
| -11% | -$1.57K |
|
|
HTFL
2654
Heartflow Inc
HTFL
$2.34B
| $14.8K | ﹤0.01% |
503
+72
| +17% | +$2.16K |
|
2655
China Yuchai International
CYD
$1.83B
| $14.7K | ﹤0.01% |
+310
| New | +$14.8K |
|
2656
Global X MLP & Energy Infrastructure ETF
MLPX
$3.59B
| $14.7K | ﹤0.01% |
199
+100
| +101% | +$7.35K |
|
2657
Carter's
CRI
$1.48B
| $14.7K | ﹤0.01% |
356
-126
| -26% | -$4.77K |
|
2658
Tecnoglass Holdings Inc.
TGLS
$1.97B
| $14.7K | ﹤0.01% |
313
+226
| +260% | +$9.77K |
|
2659
RxSight
RXST
$252M
| $14.6K | ﹤0.01% |
3,039
+1,596
| +111% | +$9.63K |
|
2660
Harmony Biosciences
HRMY
$2.26B
| $14.6K | ﹤0.01% |
402
-20
| -5% | -$631 |
|
2661
Horizon Bancorp
HBNC
$1.05B
| $14.6K | ﹤0.01% |
732
-649
| -47% | -$11.9K |
|
2662
Pacer Data and Digital Revolution ETF
TRFK
$1B
| $14.6K | ﹤0.01% |
137
| – | – |
|
2663
Clearwater Paper
CLW
$369M
| $14.6K | ﹤0.01% |
931
+871
| +1,452% | +$13.1K |
|
2664
Enterprise Financial Services Corp
EFSC
$2.4B
| $14.6K | ﹤0.01% |
221
-254
| -53% | -$15.3K |
|
|
EFOR
2665
Everforth Inc
EFOR
$1.29B
| $14.5K | ﹤0.01% |
814
-600
| -42% | -$14.7K |
|
2666
LegalZoom.com
LZ
$973M
| $14.5K | ﹤0.01% |
2,373
+637
| +37% | +$3.91K |
|
2667
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
| $14.5K | ﹤0.01% |
554
-394
| -42% | -$10.3K |
|
2668
Triumph Financial Inc
TFIN
$1.81B
| $14.5K | ﹤0.01% |
190
+133
| +233% | +$9.05K |
|
|
UNIT
2669
Uniti Group
UNIT
$2.33B
| $14.5K | ﹤0.01% |
1,263
+167
| +15% | +$1.9K |
|
2670
U-Haul Holding Co
UHAL
$14.7B
| $14.5K | ﹤0.01% |
221
-167
| -43% | -$9.16K |
|
2671
Driven Brands
DRVN
$2.14B
| $14.4K | ﹤0.01% |
1,036
-1,114
| -52% | -$14.7K |
|
2672
Cullinan Oncology
CGEM
$1.1B
| $14.4K | ﹤0.01% |
793
-306
| -28% | -$4.54K |
|
2673
Spectrum Brands
SPB
$2.03B
| $14.4K | ﹤0.01% |
168
+6
| +4% | +$485 |
|
2674
Genco Shipping & Trading
GNK
$1.1B
| $14.3K | ﹤0.01% |
579
+433
| +297% | +$10.5K |
|
2675
ProShares Ultra QQQ
QLD
$13.7B
| $14.3K | ﹤0.01% |
148
-28
| -16% | -$2.41K |
|
Similar funds
SHGA
SSM
MP
PHAM
SP
SGI
CAM
B
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.