Wealthspire Advisors LLC
Wealthspire Advisors LLC latest Q4_2020 13F filings reported $3,360,017,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 100.02%. This fund has 580 securities concentrations of 100% weights.
Wealthspire Advisors LLC largest holding is Vanguard S&P 500 ETF with weight of 10.66% and $358,310,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|