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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
DUOL icon
976
Duolingo
DUOL
$6.3B
$208K 0.01%
1,808
+1,586
+714% +$174K
HCA icon
977
HCA Healthcare
HCA
$88.7B
$208K 0.01%
533
-402
-43% -$170K
CIBR icon
978
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.2B
$207K 0.01%
+2,307
New +$177K
NWG icon
979
NatWest
NWG
$76.5B
$207K 0.01%
11,756
-6,489
-36% -$104K
AER icon
980
AerCap
AER
$24.4B
$207K 0.01%
1,420
-893
-39% -$127K
IFF icon
981
International Flavors & Fragrances
IFF
$22.5B
$207K 0.01%
2,612
-665
-20% -$49.5K
THG icon
982
Hanover Insurance
THG
$7.98B
$206K 0.01%
964
-163
-14% -$30.9K
VFC icon
983
VF Corp
VFC
$5.98B
$205K 0.01%
12,320
-3,284
-21% -$58.7K
GSK icon
984
GSK
GSK
$103B
$205K 0.01%
3,919
-2,173
-36% -$115K
UDOW icon
985
ProShares UltraPro Dow 30
UDOW
$942M
$205K 0.01%
2,930
+1,653
+129% +$102K
KDP icon
986
Keurig Dr Pepper
KDP
$41.8B
$205K 0.01%
6,267
-6,218
-50% -$181K
FLIN icon
987
Franklin FTSE India ETF
FLIN
$2.68B
$205K 0.01%
5,756
-2,283
-28% -$79.7K
HRB icon
988
H&R Block
HRB
$5.82B
$204K 0.01%
5,358
+1,996
+59% +$69.5K
GPC icon
989
Genuine Parts
GPC
$18.1B
$203K 0.01%
1,724
-1,264
-42% -$132K
SF
990
Stifel
SF
$12.8B
$203K 0.01%
2,912
-2,697
-48% -$201K
CSGP icon
991
CoStar Group
CSGP
$12.2B
$203K 0.01%
7,157
+4,436
+163% +$153K
HII icon
992
Huntington Ingalls Industries
HII
$12.5B
$203K 0.01%
724
-799
-52% -$267K
TRP icon
993
TC Energy
TRP
$66.5B
$202K 0.01%
3,050
-1,083
-26% -$71.6K
INVH icon
994
Invitation Homes
INVH
$18.1B
$202K 0.01%
6,681
+706
+12% +$20K
NFG icon
995
National Fuel Gas
NFG
$7.5B
$202K 0.01%
2,612
+855
+49% +$70.8K
MTG icon
996
MGIC Investment
MTG
$6.27B
$201K 0.01%
7,130
-6,180
-46% -$165K
SPIB icon
997
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$201K 0.01%
6,000
-5,952
-50% -$199K
TIGO icon
998
Millicom
TIGO
$15.4B
$200K 0.01%
2,206
-1,362
-38% -$115K
STT icon
999
State Street
STT
$51.4B
$200K 0.01%
1,180
-270
-19% -$41.6K
R icon
1000
Ryder
R
$10.2B
$200K 0.01%
758
+45
+6% +$11K
38 39
40
41 42

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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 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 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.