WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
This Quarter Return
+6.83%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$1.68B
AUM Growth
+$1.68B
(+18%)
Cap. Flow
+$174M
Cap. Flow
% of AUM
10.36%
Top 10 Holdings %
Top 10 Hldgs %
60.4%
Holding
342
New
62
Increased
185
Reduced
66
Closed
15
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$55.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.9M |
| 3 |
Invesco Taxable Municipal Bond ETF
BAB
|
$8.4M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$7.58M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$7.29M |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$12.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.44M |
| 3 |
Reaves Utility Income Fund
UTG
|
$1.72M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.62M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.1M |
Sector Composition
| 1 | Technology | 4.13% |
| 2 | Financials | 3.23% |
| 3 | Healthcare | 2.68% |
| 4 | Communication Services | 1.83% |
| 5 | Consumer Discretionary | 1.77% |
