Wellspring Financial Advisors, LLC
CIK Number: 0001811308
957.12M
Market Value
135
# of Holdings
9 months
Avg. Holding Period
30.86%
Win Rate
210.04%
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&... | 528.98 | +0.16% | 488.06K | +24.60% | 287.31M | 526.77 | 30.02% |
| 2 | SGOV | iShares 0-3 Mon... | 100.57 | +0.04% | 642.89K | +8.26% | 64.49M | 100.61 | 6.74% |
| 3 | VYM | Vanguard High D... | 120.83 | +0.31% | 2.97M | +29.30% | 60.9M | 111.87 | 6.36% |
| 4 | VTI | Vanguard Total ... | 258.83 | +0.24% | 6.19M | +0.05% | 58.66M | 219.79 | 6.13% |
| 5 | IEFA | iShares Core MS... | 75.32 | +1.07% | 1.17M | +116.77% | 48.45M | 70.94 | 5.06% |
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