Portfolio (Quarterly) Guide ↗

EverSource Wealth Advisors, LLC

· CIK 0001710537

13F Portfolio $3.3B AUM 27,822 positions Filed May 18, 2026 EDGAR ↗ ← All Funds

Q1 2026 · All 280 New 2678 Added 974 Reduced

Page 118 of 134 · 2,678 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
2341	—	MESOBLAST LTD SPONS ADR	—	156.0	$2K	—	+28.0	+21.9%	$15.38	—
2342	FSBC	FIVE STAR BANCORP COM	Financial Services	63.0	$2K	—	+12.0	+23.5%	$37.73	+11.3%
2343	EVC	ENTRAVISION COMMUNICATIONS CP CL A	Communication Services	800.0	$2K	—	+14.0	+1.8%	$2.97	+219.9%
2344	SHEN	SHENANDOAH TELECOMMUNICATIONS COM	Communication Services	153.0	$2K	—	+11.0	+7.8%	$15.42	+4.3%
2345	CERT	CERTARA INC COM	Healthcare	413.0	$2K	—	+306.0	+286.0%	$5.70	-9.3%
2346	VRDN	VIRIDIAN THERAPEUTICS INC COM	Healthcare	120.0	$2K	—	+30.0	+33.3%	$19.56	-9.9%
2347	MRVI	MARAVAI LIFESCIENCES HLDGS INC COM CL A	Healthcare	820.0	$2K	—	+25.0	+3.1%	$2.83	+58.3%
2348	—	COMMUNITY WEST BANCSHARES NEW COM	—	99.0	$2K	—	+22.0	+28.6%	$23.29	—
2349	PBYI	PUMA BIOTECHNOLOGY INC COM	Healthcare	360.0	$2K	—	+123.0	+51.9%	$6.39	+10.3%
2350	HCKT	HACKETT GROUP INC COM	Technology	172.0	$2K	—	+156.0	+975.0%	$13.01	-18.2%
2351	—	ENCORE ENERGY CORP COM NEW	—	1,231.0	$2K	—	+1K	+607.5%	$1.80	—
2352	GAM	GENERAL AMERN INVS CO INC COM	Financial Services	36.0	$2K	—	+18.0	+100.0%	$60.00	+6.5%
2353	GAMB	GAMBLING COM GROUP LIMITED ORDINARY SHARES	Consumer Cyclical	553.0	$2K	—	+322.0	+139.4%	$3.88	-36.4%
2354	PFFD	GLOBAL X U.S. PREFERRED ETF	—	116.0	$2K	—	+1.0	+0.9%	$18.44	+2.0%
2355	SPIR	SPIRE GLOBAL INC COM CL A NEW	Industrials	169.0	$2K	—	+164.0	+3280.0%	$12.59	+59.5%
2356	CLNE	CLEAN ENERGY FUELS CORP COM	Energy	856.0	$2K	—	+268.0	+45.6%	$2.48	-18.1%
2357	ERII	ENERGY RECOVERY INC COM	Industrials	210.0	$2K	—	+169.0	+412.2%	$10.07	-14.4%
2358	WBTN	WEBTOON ENTMT INC COM	Technology	229.0	$2K	—	+176.0	+332.1%	$9.19	+26.6%
2359	—	TUHURA BIOSCIENCES INC COM	—	1,167.0	$2K	—	+1K	+1695.4%	$1.79	—
2360	DYN	DYNE THERAPEUTICS INC COM	Healthcare	115.0	$2K	—	+18.0	+18.6%	$18.12	-4.1%

Page 118 of 134 · 2,678 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 27.1%

Financial Services 25.4%

Consumer Cyclical 10.6%

Industrials 8.1%

Healthcare 6.9%

Communication Services 6.9%

Energy 5.9%

Consumer Defensive 3.7%

Utilities 2.2%

Basic Materials 1.8%