Wealthspire Advisors, LLC
CIK Number: 0001646247
16.74B
Market Value
766
# of Holdings
11 months
Avg. Holding Period
32.93%
Win Rate
25.49%
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&... | 599.22 | +0.05% | 2.56M | +5.10% | 1.5B | 409.93 | 14.96% |
| 2 | VOO | Vanguard 500 In... | 548.18 | +0.03% | 1.17M | +0.68% | 631.22M | 302.62 | 6.27% |
| 3 | VEA | Vanguard Develo... | 56.10 | +0.52% | 10.68M | +8.39% | 510.9M | 44.48 | 5.08% |
| 4 | IJH | iShares Core S&... | 60.63 | -0.14% | 7.61M | +5.71% | 473.99M | 48.89 | 4.71% |
| 5 | SCHD | Schwab U.S. Div... | 26.30 | -0.53% | 15.14M | +195.79% | 413.74M | 22.85 | 4.11% |
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