WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $19.1B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$169M
3
+$153M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$101M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$73.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.61%
2 Financials 0.4%
3 Healthcare 0.36%
4 Industrials 0.29%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37K ﹤0.01%
+2,405
227
$37K ﹤0.01%
+400
228
$37K ﹤0.01%
+221
229
$36K ﹤0.01%
+991
230
$36K ﹤0.01%
+220
231
$36K ﹤0.01%
+744
232
$35K ﹤0.01%
+716
233
$35K ﹤0.01%
+598
234
$35K ﹤0.01%
+1,400
235
$35K ﹤0.01%
+500
236
$35K ﹤0.01%
+1,836
237
$34K ﹤0.01%
+415
238
$34K ﹤0.01%
+264
239
$34K ﹤0.01%
+456
240
$34K ﹤0.01%
+117
241
$34K ﹤0.01%
+840
242
$33K ﹤0.01%
+705
243
$33K ﹤0.01%
+1,078
244
$33K ﹤0.01%
+625
245
$33K ﹤0.01%
+240
246
$32K ﹤0.01%
+329
247
$32K ﹤0.01%
+327
248
$32K ﹤0.01%
+6,643
249
$32K ﹤0.01%
+525
250
$32K ﹤0.01%
+1,148
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