VIOT β€” VIOMI TECHNOLOGY CO LTD SPONSORED ADS

Ownership history in EverSource Wealth Advisors, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in VIOMI TECHNOLOGY CO LTD SPONSORED ADS (VIOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

EverSource Wealth Advisors, LLC Γ— VIOT AI Analytics

πŸ“ˆ EverSource Wealth Advisors, LLC outperformed the S&P 500 by +198.5% annually on this VIOT position. Average cost basis: $1.32. Maximum drawdown during holding period: –44.9%.

πŸ“ˆ Position Alpha vs SPY
+198.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 198.5% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$1.32
+39.4% vs current ($1.84)

Best entry: $1.31 (2025 Q2)  Β·  Worst: $3.34 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–44.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VIOT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,430 -146 -9.3% 0.00% $3K $1.84
2025 Q3 ADDED 1,576 +9 +0.6% 0.00% $5K $3.34
2025 Q2 INITIATED 1,567 β€” β€” 0.00% $2K $1.31

🏒 Other funds also holding VIOT

As of 2025 Q4 β€” sorted by position size

Verdad Advisers, LP 3Y 0.11% Oasis Management Co Ltd. 3Y 7Y 0.01% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.0% Quadrature Capital Ltd 3Y 7Y 0.0% Point72 Asset Management, L.P. 3Y 7Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% TWO SIGMA INVESTMENTS, LP 3Y 7Y 0.0% BARCLAYS PLC 3Y 7Y 0.0% COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3Y 7Y 0.0% TWO SIGMA ADVISERS, LP 3Y 7Y 0.0%
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