Asset Manager
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Wealthspire Advisors, LLC
521 5TH AVENUE 15TH FLOOR, NEW YORK, NY 10175 • 414-509-1330
Market Value
$0
Holdings
0
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 88.9% |
| Technology | 4.4% |
| Communication Services | 1.8% |
| Consumer Cyclical | 1.2% |
| Healthcare | 1.0% |
Portfolio Analytics
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Median Market Cap
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Avg P/E
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Median P/E
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Avg Dividend Yield
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# Stocks
0
# ETFs / Funds
0