WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Return
13.58%
This Quarter Return
+9.5%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$1.08B
AUM Growth
+$40.7M
(+3.9%)
Cap. Flow
-$51.2M
Cap. Flow
% of AUM
-4.75%
Top 10 Holdings %
Top 10 Hldgs %
91.83%
Holding
948
New
–
Increased
21
Reduced
19
Closed
902
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$10.5M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$5.99M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$3.98M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.55M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$9.34M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$7.64M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$7.58M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$5.5M |
| 5 |
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% |
