Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 701 | MVST | MICROVAST HOLDINGS INC COM | Industrials | 15,222.0 | $18K | 0.00% | +926.0 | +6.5% | $1.17 | -31.2% |
| 702 | AMCX | AMC GLOBAL MEDIA INC CL A | Communication Services | 1,778.0 | $18K | 0.00% | +1K | +236.1% | $9.98 | +24.2% |
| 703 | FA | FIRST ADVANTAGE CORP NEW COM | Industrials | 981.0 | $18K | 0.00% | +703.0 | +252.9% | $18.05 | +15.8% |
| 704 | CENT | CENTRAL GARDEN & PET CO COM | — | 399.0 | $18K | 0.00% | +327.0 | +454.2% | $44.34 | — |
| 705 | ROCK | GIBRALTAR INDS INC COM | Industrials | 392.0 | $18K | 0.00% | +214.0 | +120.2% | $45.10 | +3.1% |
| 706 | GEO | GEO GROUP INC COM | Industrials | 597.0 | $18K | 0.00% | +294.0 | +97.0% | $29.55 | +10.7% |
| 707 | ASST | STRIVE INC CL A COM | Communication Services | 1,614.0 | $18K | 0.00% | +2K | +9987.5% | $10.91 | +67.0% |
| 708 | MOV | MOVADO GROUP INC COM | Consumer Cyclical | 447.0 | $18K | 0.00% | +311.0 | +228.7% | $39.31 | -11.4% |
| 709 | ATEC | ALPHATEC HLDGS INC COM NEW | Healthcare | 2,025.0 | $18K | 0.00% | +486.0 | +31.6% | $8.65 | +9.6% |
| 710 | AMN | AMN HEALTHCARE SVCS INC COM | Healthcare | 535.0 | $17K | 0.00% | +243.0 | +83.2% | $32.37 | +6.5% |
| 711 | NVCR | NOVOCURE LTD ORD SHS | Healthcare | 1,138.0 | $17K | 0.00% | +556.0 | +95.5% | $15.15 | +12.9% |
| 712 | CHEF | CHEFS WHSE INC COM | Consumer Defensive | 179.0 | $17K | 0.00% | +32.0 | +21.8% | $96.11 | +15.1% |
| 713 | QDEL | QUIDELORTHO CORP COM | Healthcare | 979.0 | $17K | 0.00% | +868.0 | +782.0% | $17.51 | -15.8% |
| 714 | CXM | SPRINKLR INC CL A | Technology | 3,314.0 | $17K | 0.00% | +1K | +48.5% | $5.16 | +43.4% |
| 715 | ARKX | ARK SPACE & DEFENSE INNOVATION ETF | — | 500.0 | $17K | 0.00% | +497.0 | +10000.0% | $34.12 | -2.5% |
| 716 | MLAB | MESA LABS INC COM | Technology | 171.0 | $17K | 0.00% | +54.0 | +46.1% | $99.55 | +25.3% |
| 717 | IOVA | IOVANCE BIOTHERAPEUTICS INC COM | Healthcare | 4,084.0 | $17K | 0.00% | +2K | +98.5% | $4.16 | +99.3% |
| 718 | BHE | BENCHMARK ELECTRS INC COM | Technology | 172.0 | $17K | 0.00% | +142.0 | +473.3% | $98.67 | -26.4% |
| 719 | HODL | VANECK BITCOIN ETF | — | 1,016.0 | $17K | 0.00% | +103.0 | +11.3% | $16.61 | +31.1% |
| 720 | ALX | ALEXANDERS INC COM | Real Estate | 61.0 | $17K | 0.00% | +17.0 | +38.6% | $275.57 | -3.8% |
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
33.5%
Financial Services
22.2%
Consumer Cyclical
10.2%
Industrials
9.6%
Healthcare
6.8%
Communication Services
5.4%
Energy
4.0%
Consumer Defensive
2.9%
Utilities
2.2%
Basic Materials
1.7%