WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Return
13.58%
This Quarter Return
+7.55%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$4.52B
AUM Growth
-$299M
(-6.2%)
Cap. Flow
-$612M
Cap. Flow
% of AUM
-13.54%
Top 10 Holdings %
Top 10 Hldgs %
59.84%
Holding
647
New
69
Increased
177
Reduced
260
Closed
112
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$49.5M |
| 2 |
Accenture
ACN
|
+$36.7M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$21M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$15.4M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$13M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$125M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$109M |
| 3 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
+$99.2M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$59.2M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$42.7M |
Sector Composition
| 1 | Technology | 4.07% |
| 2 | Financials | 2.93% |
| 3 | Consumer Discretionary | 1.54% |
| 4 | Healthcare | 1.42% |
| 5 | Industrials | 1.03% |
