Portfolio (Quarterly)
Guide ↗
Wealthspire Advisors, LLC
· CIK 0001646247| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | VKQ | INVESCO MUNICIPAL TRUST | Financial Services | 11,500 | $111K | 0.00% | SOLD |
| 182 | NOK | NOKIA CORP | Technology | 13,403 | $87K | 0.00% | SOLD |
| 183 | ABEV | AMBEV SA | Consumer Defensive | 34,067 | $84K | 0.00% | SOLD |
| 184 | ICL | ICL GROUP LTD | Basic Materials | 13,971 | $80K | 0.00% | SOLD |
| 185 | UMC | UNITED MICROELECTRONICS CORP | Technology | 10,006 | $79K | 0.00% | SOLD |
| 186 | WIT | WIPRO LTD | Technology | 26,671 | $76K | 0.00% | SOLD |
| 187 | LPL | LG DISPLAY CO LTD | Technology | 17,151 | $72K | 0.00% | SOLD |
| 188 | — | SUMMIT HOTEL PPTYS | — | 69,000 | $69K | 0.00% | SOLD |
| 189 | — | PENNYMAC CORP | — | 66,000 | $68K | 0.00% | SOLD |
| 190 | — | MARRIOTT VACATIONS WORLDWIDE | — | 68,000 | $67K | 0.00% | SOLD |
| 191 | AKBA CALL | AKEBIA THERAPEUTICS INC | Healthcare | 25,100 | $40K | — | SOLD |
| 192 | DHF | BNY MELLON HIGH YIELD STRATE | Financial Services | 11,308 | $28K | — | SOLD |
| 193 | — | HAEMONETICS CORP MASS | — | 28,000 | $28K | — | SOLD |
Sector Allocation
Financial Services
45.6%
Technology
19.0%
Consumer Cyclical
9.2%
Communication Services
7.4%
Healthcare
5.1%
Industrials
4.6%
Consumer Defensive
3.8%
Energy
2.5%
Utilities
1.5%
Real Estate
0.6%