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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
+16.19%
1 Year Est. Return
+28.74%
3 Year Est. Return
+89.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.97B
AUM Growth
-$313M
Cap. Flow
-$661M
Cap. Flow %
-22.26%
Top 10 Hldgs %
20.26%
Holding
4,582
New
197
Increased
1,409
Reduced
2,429
Closed
191

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
VERA icon
3976
Vera Therapeutics
VERA
$2.15B
$944 ﹤0.01%
22
+17
+340% +$633
WALD icon
3977
Waldencast
WALD
$198M
$944 ﹤0.01%
536
-5,589
-91% -$7.48K
NVEC icon
3978
NVE Corp
NVEC
$618M
$941 ﹤0.01%
9
– –
BHC icon
3979
Bausch Health
BHC
$2.41B
$937 ﹤0.01%
190
-131
-41% -$703
HNVR icon
3980
Hanover Bancorp
HNVR
$194M
$933 ﹤0.01%
40
+29
+264% +$666
ABUS icon
3981
Arbutus Biopharma
ABUS
$873M
$931 ﹤0.01%
194
+58
+43% +$255
LXU icon
3982
LSB Industries
LXU
$706M
$930 ﹤0.01%
86
-265
-75% -$3.55K
BLTE
3983
Belite Bio
BLTE
$6.3B
$924 ﹤0.01%
6
-1,602
-100% -$246K
BRT
3984
BRT Apartments
BRT
$268M
$923 ﹤0.01%
60
+38
+173% +$551
VEL icon
3985
Velocity Financial
VEL
$700M
$923 ﹤0.01%
50
-54
-52% -$983
ARAI
3986
Arrive AI Inc
ARAI
$12.7M
$922 ﹤0.01%
2,149
+1,729
+412% +$1.16K
MGTX icon
3987
MeiraGTx Holdings
MGTX
$1.14B
$920 ﹤0.01%
68
+35
+106% +$348
PCYO icon
3988
Pure Cycle
PCYO
$255M
$920 ﹤0.01%
86
+20
+30% +$219
MPAA icon
3989
Motorcar Parts of America
MPAA
$258M
$919 ﹤0.01%
60
-7
-10% -$85
CZWI icon
3990
Citizens Community Bancorp
CZWI
$211M
$911 ﹤0.01%
39
+1
+3% +$21
CXDO icon
3991
Crexendo
CXDO
$242M
$903 ﹤0.01%
121
-64
-35% -$500
GLIBA
3992
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$981M
$899 ﹤0.01%
41
+23
+128% +$650
TUSK icon
3993
Mammoth Energy Services
TUSK
$137M
$898 ﹤0.01%
276
+192
+229% +$562
LDI icon
3994
loanDepot
LDI
$569M
$893 ﹤0.01%
714
+43
+6% +$58
BCD icon
3995
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$397M
$888 ﹤0.01%
26
– –
FHTX icon
3996
Foghorn Therapeutics
FHTX
$285M
$883 ﹤0.01%
181
+99
+121% +$439
PMI
3997
Picard Medical
PMI
$8.83M
$882 ﹤0.01%
108
+103
+2,060% +$2.19K
SION
3998
Sionna Therapeutics
SION
$2.25B
$880 ﹤0.01%
20
-3
-13% -$120
NPK icon
3999
National Presto Industries
NPK
$975M
$875 ﹤0.01%
7
-359
-98% -$48.7K
LAC
4000
Lithium Americas
LAC
$1.08B
$874 ﹤0.01%
227
– –
158 159
160
161 162

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SHGA
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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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CAM
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EverSource Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, EverSource Wealth Advisors held 4,582 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 $661M in Q2 2026, closing 191 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 SpaceX worth $1.28M.

  • EverSource Wealth Advisors's largest Q2 2026 buy was SpaceX: 7,496 shares worth $1.28M.
  • 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 197 new positions and closed 191 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.