WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Return
13.58%
This Quarter Return
+4.73%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$6.12B
AUM Growth
+$292M
(+5%)
Cap. Flow
+$39.7M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
55.43%
Holding
577
New
44
Increased
176
Reduced
254
Closed
18
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$43.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$15.6M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$14.5M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$9.6M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.88M |
Top Sells
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$44.4M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$28M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$4.79M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.93M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$2.56M |
Sector Composition
| 1 | Technology | 2.6% |
| 2 | Financials | 1.7% |
| 3 | Healthcare | 0.96% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Communication Services | 0.87% |
