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
376
$17K ﹤0.01%
+47
377
$17K ﹤0.01%
+60
378
$17K ﹤0.01%
+158
379
$17K ﹤0.01%
+99
380
$17K ﹤0.01%
+1,230
381
$17K ﹤0.01%
+274
382
$17K ﹤0.01%
+205
383
$17K ﹤0.01%
+184
384
$17K ﹤0.01%
+126
385
$16K ﹤0.01%
+393
386
$16K ﹤0.01%
+254
387
$16K ﹤0.01%
+272
388
$16K ﹤0.01%
+445
389
$16K ﹤0.01%
+366
390
$16K ﹤0.01%
+257
391
$16K ﹤0.01%
+426
392
$16K ﹤0.01%
+151
393
$16K ﹤0.01%
+775
394
$16K ﹤0.01%
+1,174
395
$16K ﹤0.01%
+120
396
$16K ﹤0.01%
+1,235
397
$16K ﹤0.01%
+334
398
$15K ﹤0.01%
+259
399
$15K ﹤0.01%
+750
400
$15K ﹤0.01%
+286
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