We are live on ! Find out more
WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.77M
3
+$4.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.49M

Top Sells

1
+$8.99M
2
+$7.55M
3
+$7.45M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.11M

Sector Composition

1 Consumer Staples 0.2%
2 Communication Services 0.06%
3 Financials 0.04%
4 Technology 0.03%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-366
252
– –
-44,100
253
– –
-455
254
– –
-304
255
– –
-10
256
– –
-100
257
– –
-10
258
– –
-37
259
– –
-781
260
– –
-5
261
– –
-636
262
– –
-310
263
– –
-117
264
– –
-37
265
– –
-439
266
– –
-151
267
– –
-6
268
– –
-100
269
– –
-400
270
– –
-535
271
– –
-14
272
– –
-101
273
– –
-500
274
– –
-14
275
– –
-144
9 10
11
12 13