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
401
$15K ﹤0.01%
+182
402
$15K ﹤0.01%
+259
403
$15K ﹤0.01%
+750
404
$15K ﹤0.01%
+220
405
$15K ﹤0.01%
+500
406
$15K ﹤0.01%
+362
407
$15K ﹤0.01%
+788
408
$15K ﹤0.01%
+598
409
$15K ﹤0.01%
+350
410
$15K ﹤0.01%
+929
411
$15K ﹤0.01%
+1,337
412
$15K ﹤0.01%
+286
413
$15K ﹤0.01%
+200
414
$14K ﹤0.01%
+280
415
$14K ﹤0.01%
+123
416
$14K ﹤0.01%
+1,390
417
$14K ﹤0.01%
+697
418
$14K ﹤0.01%
+277
419
$14K ﹤0.01%
+820
420
$14K ﹤0.01%
+972
421
$14K ﹤0.01%
+211
422
$14K ﹤0.01%
+996
423
$14K ﹤0.01%
+162
424
$14K ﹤0.01%
+1,129
425
$14K ﹤0.01%
+187
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