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
451
$12K ﹤0.01%
+330
452
$12K ﹤0.01%
+586
453
$12K ﹤0.01%
+183
454
$12K ﹤0.01%
+633
455
$12K ﹤0.01%
+440
456
$12K ﹤0.01%
+1,017
457
$12K ﹤0.01%
+272
458
$12K ﹤0.01%
+586
459
$12K ﹤0.01%
+807
460
$12K ﹤0.01%
+353
461
$12K ﹤0.01%
+945
462
$12K ﹤0.01%
+120
463
$12K ﹤0.01%
+763
464
$12K ﹤0.01%
+2,100
465
$12K ﹤0.01%
+698
466
$12K ﹤0.01%
+118
467
$12K ﹤0.01%
+785
468
$12K ﹤0.01%
+90
469
$12K ﹤0.01%
+70
470
$11K ﹤0.01%
+246
471
$11K ﹤0.01%
+247
472
$11K ﹤0.01%
+13
473
$11K ﹤0.01%
+96
474
$11K ﹤0.01%
+240
475
$11K ﹤0.01%
+141
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