We are live on ! Find out more
WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.77M
3
+$4.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.49M

Top Sells

1
+$8.99M
2
+$7.55M
3
+$7.45M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.11M

Sector Composition

1 Consumer Staples 0.2%
2 Communication Services 0.06%
3 Financials 0.04%
4 Technology 0.03%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-10
402
– –
-734
403
– –
-131
404
– –
-82
405
– –
-352
406
– –
-314
407
– –
-15
408
– –
-15
409
– –
-656
410
– –
-1,378
411
– –
-265
412
– –
-3,261
413
– –
-5
414
– –
-241
415
– –
-128
416
– –
-1,418
417
– –
-442
418
– –
-412
419
– –
-128
420
– –
-392
421
– –
-112
422
– –
-2,110
423
– –
-85
424
– –
-280
425
– –
-16
15 16
17
18 19