WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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
+$204M
2
+$182M
3
+$151M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$109M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$79.2M

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
276
$28K ﹤0.01%
+574
277
$27K ﹤0.01%
+194
278
$27K ﹤0.01%
+369
279
$27K ﹤0.01%
+268
280
$27K ﹤0.01%
+229
281
$27K ﹤0.01%
+537
282
$26K ﹤0.01%
+501
283
$26K ﹤0.01%
+393
284
$26K ﹤0.01%
+1,155
285
$26K ﹤0.01%
+1,336
286
$26K ﹤0.01%
+172
287
$26K ﹤0.01%
+151
288
$26K ﹤0.01%
+354
289
$26K ﹤0.01%
+211
290
$26K ﹤0.01%
+1,249
291
$26K ﹤0.01%
+332
292
$25K ﹤0.01%
+78
293
$25K ﹤0.01%
+193
294
$25K ﹤0.01%
+3,786
295
$25K ﹤0.01%
+573
296
$25K ﹤0.01%
+399
297
$25K ﹤0.01%
+331
298
$24K ﹤0.01%
+2,302
299
$24K ﹤0.01%
+149
300
$24K ﹤0.01%
+232
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