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
351
$19K ﹤0.01%
+557
352
$19K ﹤0.01%
+441
353
$19K ﹤0.01%
+496
354
$19K ﹤0.01%
+400
355
$19K ﹤0.01%
+118
356
$19K ﹤0.01%
+168
357
$19K ﹤0.01%
+1,368
358
$18K ﹤0.01%
+451
359
$18K ﹤0.01%
+600
360
$18K ﹤0.01%
+67
361
$18K ﹤0.01%
+507
362
$18K ﹤0.01%
+1,200
363
$18K ﹤0.01%
+167
364
$18K ﹤0.01%
+655
365
$18K ﹤0.01%
+558
366
$18K ﹤0.01%
+484
367
$18K ﹤0.01%
+343
368
$18K ﹤0.01%
+1,282
369
$18K ﹤0.01%
+741
370
$18K ﹤0.01%
+266
371
$17K ﹤0.01%
+308
372
$17K ﹤0.01%
+99
373
$17K ﹤0.01%
+1,230
374
$17K ﹤0.01%
+184
375
$17K ﹤0.01%
+260
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