WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Return
13.58%
This Quarter Return
+10.17%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$7.04B
AUM Growth
+$984M
(+16%)
Cap. Flow
+$386M
Cap. Flow
% of AUM
5.48%
Top 10 Holdings %
Top 10 Hldgs %
54.18%
Holding
667
New
73
Increased
294
Reduced
203
Closed
23
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$64M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$44.9M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$44M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$28.8M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$22M |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$17.3M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
+$8.23M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$5M |
| 4 |
iShares Core Moderate Allocation ETF
AOM
|
+$4.94M |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$4.59M |
Sector Composition
| 1 | Technology | 3.12% |
| 2 | Financials | 1.85% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Discretionary | 1.11% |
| 5 | Communication Services | 0.81% |
