Wellspring Financial Advisors, LLC
CIK Number: 0001811308
838.31M
Market Value
151
# of Holdings
9 months
Avg. Holding Period
60.61%
Win Rate
281.14%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares S&P 500... | 607.39 | +0.01% | 391.71K | +3.95% | 225.94M | 511.54 | 26.95% | |
| 2 | Ishares 0-3 Mon... | 100.50 | +0.05% | 593.86K | +275.19% | 59.81M | 100.64 | 7.14% | |
| 3 | Vanguard Total ... | 299.93 | -0.05% | 6.18M | -0.02% | 56.59M | 219.75 | 6.75% | |
| 4 | Vanguard High D... | 131.82 | +0.86% | 2.30M | +8.78% | 45.70M | 107.26 | 5.45% | |
| 5 | Ishares Core Ms... | 73.47 | -0.29% | 539.90K | +2.72% | 42.14M | 71.7 | 5.03% |
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