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
326
$21K ﹤0.01%
+835
327
$21K ﹤0.01%
+567
328
$21K ﹤0.01%
+500
329
$21K ﹤0.01%
+1,958
330
$21K ﹤0.01%
+187
331
$21K ﹤0.01%
+846
332
$21K ﹤0.01%
+650
333
$21K ﹤0.01%
+189
334
$21K ﹤0.01%
+729
335
$21K ﹤0.01%
+455
336
$20K ﹤0.01%
+156
337
$20K ﹤0.01%
+668
338
$20K ﹤0.01%
+235
339
$20K ﹤0.01%
+6,524
340
$20K ﹤0.01%
+238
341
$20K ﹤0.01%
+240
342
$20K ﹤0.01%
+362
343
$20K ﹤0.01%
+2,922
344
$20K ﹤0.01%
+298
345
$20K ﹤0.01%
+412
346
$20K ﹤0.01%
+876
347
$20K ﹤0.01%
+1,133
348
$19K ﹤0.01%
+1,368
349
$19K ﹤0.01%
+441
350
$19K ﹤0.01%
+496
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