Wealthspire Advisors, LLC
CIK Number: 0001646247
9.83B
Market Value
694
# of Holdings
10 months
Avg. Holding Period
68.75%
Win Rate
21.83%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 598.27 | +0.62% | 2.43M | +5.48% | 1.40B | 400.82 | 14.27% | |
| 2 | Vanguard Index ... | 547.49 | +0.57% | 1.16M | +0.62% | 614.01M | 301.01 | 6.25% | |
| 3 | Vanguard Tax-Ma... | 48.46 | +0.96% | 9.86M | +7.57% | 520.55M | 44.2 | 5.30% | |
| 4 | Ishares Tr | 63.02 | +0.18% | 7.20M | +4.56% | 448.47M | 48.13 | 4.56% | |
| 5 | Schwab Strategi... | 27.29 | -0.55% | 5.12M | +4.00% | 432.79M | 40.91 | 4.40% |
Trade Smarter, Not Harder
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