WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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
451
$12K ﹤0.01%
+272
452
$12K ﹤0.01%
+2,100
453
$12K ﹤0.01%
+945
454
$12K ﹤0.01%
+120
455
$12K ﹤0.01%
+763
456
$12K ﹤0.01%
+698
457
$12K ﹤0.01%
+118
458
$12K ﹤0.01%
+785
459
$12K ﹤0.01%
+90
460
$12K ﹤0.01%
+70
461
$12K ﹤0.01%
+633
462
$12K ﹤0.01%
+440
463
$12K ﹤0.01%
+1,017
464
$12K ﹤0.01%
+330
465
$12K ﹤0.01%
+586
466
$12K ﹤0.01%
+183
467
$12K ﹤0.01%
+586
468
$12K ﹤0.01%
+807
469
$12K ﹤0.01%
+353
470
$11K ﹤0.01%
+116
471
$11K ﹤0.01%
+500
472
$11K ﹤0.01%
+123
473
$11K ﹤0.01%
+250
474
$11K ﹤0.01%
+472
475
$11K ﹤0.01%
+13
17 18
19
20 21