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
351
$19K ﹤0.01%
+675
352
$19K ﹤0.01%
+178
353
$19K ﹤0.01%
+400
354
$19K ﹤0.01%
+93
355
$19K ﹤0.01%
+557
356
$19K ﹤0.01%
+118
357
$19K ﹤0.01%
+168
358
$18K ﹤0.01%
+741
359
$18K ﹤0.01%
+451
360
$18K ﹤0.01%
+600
361
$18K ﹤0.01%
+1,200
362
$18K ﹤0.01%
+167
363
$18K ﹤0.01%
+655
364
$18K ﹤0.01%
+558
365
$18K ﹤0.01%
+484
366
$18K ﹤0.01%
+343
367
$18K ﹤0.01%
+67
368
$18K ﹤0.01%
+507
369
$18K ﹤0.01%
+266
370
$18K ﹤0.01%
+1,282
371
$17K ﹤0.01%
+260
372
$17K ﹤0.01%
+218
373
$17K ﹤0.01%
+488
374
$17K ﹤0.01%
+623
375
$17K ﹤0.01%
+308
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