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
401
$15K ﹤0.01%
+200
402
$15K ﹤0.01%
+929
403
$15K ﹤0.01%
+1,337
404
$15K ﹤0.01%
+788
405
$15K ﹤0.01%
+598
406
$15K ﹤0.01%
+220
407
$15K ﹤0.01%
+500
408
$15K ﹤0.01%
+362
409
$15K ﹤0.01%
+350
410
$15K ﹤0.01%
+105
411
$15K ﹤0.01%
+387
412
$15K ﹤0.01%
+518
413
$15K ﹤0.01%
+182
414
$14K ﹤0.01%
+972
415
$14K ﹤0.01%
+211
416
$14K ﹤0.01%
+123
417
$14K ﹤0.01%
+1,390
418
$14K ﹤0.01%
+697
419
$14K ﹤0.01%
+996
420
$14K ﹤0.01%
+820
421
$14K ﹤0.01%
+277
422
$14K ﹤0.01%
+162
423
$14K ﹤0.01%
+280
424
$14K ﹤0.01%
+1,129
425
$14K ﹤0.01%
+187
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