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
426
$14K ﹤0.01%
+152
427
$14K ﹤0.01%
+140
428
$14K ﹤0.01%
+258
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%
+201
437
$13K ﹤0.01%
+696
438
$13K ﹤0.01%
+1,018
439
$13K ﹤0.01%
+2,045
440
$13K ﹤0.01%
+5,180
441
$13K ﹤0.01%
+2,232
442
$13K ﹤0.01%
+258
443
$13K ﹤0.01%
+84
444
$13K ﹤0.01%
+79
445
$13K ﹤0.01%
+134
446
$13K ﹤0.01%
+106
447
$13K ﹤0.01%
+1,313
448
$13K ﹤0.01%
+150
449
$13K ﹤0.01%
+130
450
$13K ﹤0.01%
+88
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