Wealthspire Advisors, LLC
CIK Number: 0001646247
10.06B
Market Value
763
# of Holdings
10 months
Avg. Holding Period
32.92%
Win Rate
24.56%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 527.38 | -3.45% | 2.56M | +5.10% | 1.5B | 409.93 | 14.96% |
| 2 | VOO | Vanguard 500 In... | 482.42 | -3.34% | 1.17M | +0.68% | 631.22M | 302.62 | 6.27% |
| 3 | VEA | Vanguard Develo... | 48.10 | -1.96% | 10.68M | +8.39% | 510.9M | 44.48 | 5.08% |
| 4 | IJH | iShares Core S&... | 53.66 | -4.02% | 7.61M | +5.71% | 473.99M | 48.89 | 4.71% |
| 5 | SCHD | Schwab U.S. Div... | 24.96 | -3.5% | 15.14M | +195.79% | 413.74M | 22.85 | 4.11% |
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