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
301
$24K ﹤0.01%
+323
302
$24K ﹤0.01%
+758
303
$24K ﹤0.01%
+2,302
304
$24K ﹤0.01%
+149
305
$24K ﹤0.01%
+600
306
$24K ﹤0.01%
+674
307
$24K ﹤0.01%
+232
308
$24K ﹤0.01%
+490
309
$24K ﹤0.01%
+376
310
$24K ﹤0.01%
+265
311
$24K ﹤0.01%
+1,418
312
$24K ﹤0.01%
+579
313
$23K ﹤0.01%
+3,396
314
$23K ﹤0.01%
+300
315
$23K ﹤0.01%
+1,877
316
$23K ﹤0.01%
+141
317
$22K ﹤0.01%
+296
318
$22K ﹤0.01%
+166
319
$22K ﹤0.01%
+380
320
$22K ﹤0.01%
+1,063
321
$22K ﹤0.01%
+314
322
$22K ﹤0.01%
+145
323
$22K ﹤0.01%
+494
324
$21K ﹤0.01%
+250
325
$21K ﹤0.01%
+350
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