EverSource Wealth Advisors LLC Fund Performance

Hedge FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
EverSource Wealth Advisors LLCEverSource Wealth Advisors LLC4.14%$1778409000 3744

Top Holdings Performance History

EverSource Wealth Advisors LLC Holdings Map

Top 50 EverSource Wealth Advisors LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

EverSource Wealth Advisors LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds