Eversource Wealth Advisors, LLC
CIK Number: 0001710537
1.58B
Market Value
2,545
# of Holdings
7 months
Avg. Holding Period
72.07%
Win Rate
43.88%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Growth... | 424.54 | -0.56% | 159.74K | +4.74% | 61.33M | 272.73 | 3.88% | |
| 2 | Vanguard Ftse D... | 50.10 | -0.98% | 1.13M | +1.09% | 59.77M | 46.52 | 3.78% | |
| 3 | Vanguard Value ... | 174.73 | -0.45% | 289.99K | +4.90% | 50.62M | 144.93 | 3.21% | |
| 4 | Apple Inc Com | 248.10 | +0.65% | 203.95K | -1.17% | 47.52M | 172.17 | 3.01% | |
| 5 | Ishares Gold Tr... | 50.58 | -1.40% | 658.43K | +1.08% | 32.72M | 36.87 | 2.07% |
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