Eversource Wealth Advisors, LLC
CIK Number: 0001710537
1.82B
Market Value
2,855
# of Holdings
7 months
Avg. Holding Period
32.16%
Win Rate
68.72%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 412.97 | -0.14% | 165.25K | +3.45% | 67.82M | 277.32 | 3.81% |
| 2 | VEA | Vanguard Develo... | 55.56 | +0.09% | 1.2M | +6.33% | 57.55M | 46.6 | 3.24% |
| 3 | VTV | Vanguard Value ... | 171.33 | +0.12% | 320.02K | +10.36% | 54.18M | 147.22 | 3.05% |
| 4 | AAPL | Apple Inc. | 200.91 | +0.48% | 213.91K | +4.88% | 53.57M | 175.82 | 3.01% |
| 5 | IAU | iShares Gold Tr... | 62.13 | -0.66% | 687.73K | +4.45% | 34.05M | 37.41 | 1.91% |
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