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
376
$17K ﹤0.01%
+218
377
$17K ﹤0.01%
+488
378
$17K ﹤0.01%
+623
379
$17K ﹤0.01%
+47
380
$17K ﹤0.01%
+60
381
$17K ﹤0.01%
+158
382
$17K ﹤0.01%
+274
383
$17K ﹤0.01%
+205
384
$17K ﹤0.01%
+126
385
$16K ﹤0.01%
+254
386
$16K ﹤0.01%
+272
387
$16K ﹤0.01%
+445
388
$16K ﹤0.01%
+366
389
$16K ﹤0.01%
+257
390
$16K ﹤0.01%
+151
391
$16K ﹤0.01%
+775
392
$16K ﹤0.01%
+1,174
393
$16K ﹤0.01%
+120
394
$16K ﹤0.01%
+1,235
395
$16K ﹤0.01%
+426
396
$16K ﹤0.01%
+334
397
$16K ﹤0.01%
+393
398
$15K ﹤0.01%
+105
399
$15K ﹤0.01%
+387
400
$15K ﹤0.01%
+518
14 15
16
17 18