Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1881 | WTTR | SELECT WATER SOLUTIONS INC CL A COM | Utilities | 932.0 | $14K | — | +141.0 | +17.8% | $15.30 | +26.0% |
| 1882 | XRN | CHIRON REAL ESTATE INC COM NEW | Financial Services | 431.0 | $14K | — | +21.0 | +5.1% | $33.08 | +13.1% |
| 1883 | NG | NOVAGOLD RESOURCES INC COM NEW | Basic Materials | 1,587.0 | $14K | — | +1K | +193.3% | $8.98 | -13.9% |
| 1884 | TREE | LENDINGTREE INC COM | Financial Services | 332.0 | $14K | — | +89.0 | +36.6% | $42.88 | -15.1% |
| 1885 | MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | — | 166.0 | $14K | — | +83.0 | +100.0% | $85.53 | +6.0% |
| 1886 | — | DIREXION DAILY S&P BIOTECH BULL 3X ETF | — | 85.0 | $14K | — | +75.0 | +750.0% | $166.35 | — |
| 1887 | MDGL | MADRIGAL PHARMACEUTICALS INC COM | Healthcare | 27.0 | $14K | — | +22.0 | +440.0% | $523.48 | -1.2% |
| 1888 | TRMD | TORM PLC SHS CL A | Energy | 506.0 | $14K | — | +181.0 | +55.7% | $27.90 | +12.1% |
| 1889 | STC | STEWART INFORMATION SVCS CORP COM | Financial Services | 229.0 | $14K | — | +2.0 | +0.9% | $61.59 | +9.9% |
| 1890 | WIX | WIX COM LTD SHS | Technology | 156.0 | $14K | — | +32.0 | +25.8% | $90.06 | -40.9% |
| 1891 | NWGL | CLASS WORKSHOP GROUP LTD SPONSORED ADS | Basic Materials | 16,584.0 | $14K | — | +15K | +1345.9% | $0.84 | +2.5% |
| 1892 | OCFC | OCEANFIRST FINL CORP COM | Financial Services | 772.0 | $14K | — | +59.0 | +8.3% | $18.04 | +3.8% |
| 1893 | TNET | TRINET GROUP INC COM | Industrials | 380.0 | $14K | — | +145.0 | +61.7% | $36.43 | +17.4% |
| 1894 | VIR | VIR BIOTECHNOLOGY INC COM | Healthcare | 1,544.0 | $14K | — | +387.0 | +33.5% | $8.96 | +2.6% |
| 1895 | TBPH | THERAVANCE BIOPHARMA INC COM | Healthcare | 852.0 | $14K | — | +119.0 | +16.2% | $16.23 | +0.9% |
| 1896 | ZUMZ | ZUMIEZ INC COM | Consumer Cyclical | 619.0 | $14K | — | +88.0 | +16.6% | $22.16 | +8.1% |
| 1897 | AHRT | AH RLTY TR INC COM | Financial Services | 2,491.0 | $14K | — | +700.0 | +39.1% | $5.50 | +25.8% |
| 1898 | SEZL | SEZZLE INC COM | Financial Services | 216.0 | $14K | — | +179.0 | +483.8% | $63.28 | +62.4% |
| 1899 | DAWN | DAY ONE BIOPHARMACEUTICALS INC COM | Healthcare | 637.0 | $14K | — | +265.0 | +71.2% | $21.44 | +0.4% |
| 1900 | ATNI | ATN INTL INC COM | Communication Services | 498.0 | $14K | — | +16.0 | +3.3% | $27.22 | +0.6% |
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%