Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1441 | IPAR | INTERPARFUMS INC COM | Consumer Defensive | 487.0 | $44K | 0.00% | +124.0 | +34.2% | $90.84 | +4.7% |
| 1442 | UWMC | UWM HOLDINGS CORPORATION COM CL A | Financial Services | 12,164.0 | $44K | 0.00% | +855.0 | +7.6% | $3.62 | -14.4% |
| 1443 | LFST | LIFESTANCE HEALTH GROUP INC COM | Healthcare | 6,909.0 | $44K | 0.00% | +5K | +359.1% | $6.37 | +19.5% |
| 1444 | MANU | MANCHESTER UTD PLC NEW ORD CL A | Communication Services | 2,611.0 | $44K | 0.00% | +1K | +70.1% | $16.82 | +32.1% |
| 1445 | ACLS | AXCELIS TECHNOLOGIES INC COM NEW | Technology | 471.0 | $44K | 0.00% | +60.0 | +14.6% | $93.08 | +69.7% |
| 1446 | SOHU | SOHU COM LTD SPONSORED ADS | Technology | 2,834.0 | $44K | 0.00% | +1K | +77.9% | $15.45 | -10.1% |
| 1447 | GBCI | GLACIER BANCORP INC NEW COM | Financial Services | 976.0 | $44K | 0.00% | +73.0 | +8.1% | $44.67 | +7.3% |
| 1448 | ABG | ASBURY AUTOMOTIVE GROUP INC COM | Consumer Cyclical | 223.0 | $44K | 0.00% | +36.0 | +19.2% | $195.42 | -0.7% |
| 1449 | RIG | TRANSOCEAN LTD REGISTERED SHS | Energy | 6,536.0 | $43K | 0.00% | +1K | +27.0% | $6.63 | -6.8% |
| 1450 | ELF | E L F BEAUTY INC COM | Consumer Defensive | 713.0 | $43K | 0.00% | +564.0 | +378.5% | $60.61 | -5.4% |
| 1451 | CIFR | CIPHER DIGITAL INC COM | Financial Services | 3,357.0 | $43K | 0.00% | +2K | +259.4% | $12.87 | +95.5% |
| 1452 | SMPL | SIMPLY GOOD FOODS CO COM | Consumer Defensive | 2,995.0 | $43K | 0.00% | +2K | +244.2% | $14.35 | -18.5% |
| 1453 | BLD | TOPBUILD COR COM | Industrials | 122.0 | $43K | 0.00% | +17.0 | +16.2% | $351.31 | +18.8% |
| 1454 | KWR | QUAKER HOUGHTON COM | Basic Materials | 344.0 | $43K | 0.00% | +117.0 | +51.5% | $124.23 | +18.5% |
| 1455 | — | OUTFRONT MEDIA INC COM NEW | — | 1,610.0 | $43K | 0.00% | +686.0 | +74.2% | $26.50 | — |
| 1456 | EBC | EASTERN BANKSHARES INC COM | Financial Services | 2,166.0 | $42K | 0.00% | +529.0 | +32.3% | $19.56 | +2.0% |
| 1457 | ACAD | ACADIA PHARMACEUTICALS INC COM | Healthcare | 1,902.0 | $42K | 0.00% | +461.0 | +32.0% | $22.26 | -4.8% |
| 1458 | VIAV | VIAVI SOLUTIONS INC COM | Technology | 1,272.0 | $42K | 0.00% | +14.0 | +1.1% | $33.28 | +59.4% |
| 1459 | IMAX | IMAX CORP COM | Communication Services | 1,111.0 | $42K | 0.00% | +170.0 | +18.1% | $38.01 | +1.8% |
| 1460 | NICE | NICE LTD SPONSORED ADR | Technology | 382.0 | $42K | 0.00% | +168.0 | +78.5% | $110.26 | -17.3% |
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%