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&... | 561.31 | +0.60% | 488.06K | +24.60% | 287.31M | 526.77 | 30.02% |
| 2 | SGOV | iShares 0-3 Mon... | 100.37 | -0.32% | 642.89K | +8.26% | 64.49M | 100.61 | 6.74% |
| 3 | VYM | Vanguard High D... | 124.07 | -0.27% | 2.97M | +29.30% | 60.9M | 111.87 | 6.36% |
| 4 | VTI | Vanguard Total ... | 274.61 | +0.66% | 6.19M | +0.05% | 58.66M | 219.79 | 6.13% |
| 5 | IEFA | iShares Core MS... | 78.52 | -0.25% | 1.17M | +116.77% | 48.45M | 70.94 | 5.06% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.