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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
$1.04B
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
426
$14K ﹤0.01%
+187
427
$14K ﹤0.01%
+152
428
$14K ﹤0.01%
+140
429
$14K ﹤0.01%
+145
430
$14K ﹤0.01%
+925
431
$13K ﹤0.01%
+120
432
$13K ﹤0.01%
+624
433
$13K ﹤0.01%
+82
434
$13K ﹤0.01%
+142
435
$13K ﹤0.01%
+159
436
$13K ﹤0.01%
+1,018
437
$13K ﹤0.01%
+2,045
438
$13K ﹤0.01%
+5,180
439
$13K ﹤0.01%
+2,232
440
$13K ﹤0.01%
+258
441
$13K ﹤0.01%
+84
442
$13K ﹤0.01%
+79
443
$13K ﹤0.01%
+134
444
$13K ﹤0.01%
+106
445
$13K ﹤0.01%
+1,313
446
$13K ﹤0.01%
+150
447
$13K ﹤0.01%
+130
448
$13K ﹤0.01%
+88
449
$13K ﹤0.01%
+201
450
$13K ﹤0.01%
+696
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