Wealthspire Advisors (New York) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$120M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$116M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$91.9M |
| 4 |
Accenture
ACN
|
+$85.4M |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$61.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$38.6M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$10.1M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.97M |
| 4 |
Deutsche Bank
DB
|
+$1.66M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.13M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.83% |
| 2 | Healthcare | 3.67% |
| 3 | Financials | 3.54% |
| 4 | Communication Services | 2.33% |
| 5 | Consumer Discretionary | 2.31% |
Similar funds
Wealthspire Advisors (New York)'s Q1 2020 Portfolio in Review
As of Q1 2020, Wealthspire Advisors (New York) held 566 positions worth $2.39B, up 74% from $1.37B the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Wealthspire Advisors (New York) deployed $1.49B of net new capital in Q1 2020, opening 351 new positions and adding to 188 existing holdings. Its largest new stake was Schwab International Equity ETF: 5,974,872 shares worth $77.2M.
By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 1.8% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was iShares US Treasury Bond ETF, an estimated $38.6M trimmed.
- Wealthspire Advisors (New York)'s largest Q1 2020 buy was Schwab International Equity ETF: 5,974,872 shares worth $77.2M.
- Wealthspire Advisors (New York) added most to Vanguard S&P 500 ETF in Q1 2020, an estimated $120M increase.
- Wealthspire Advisors (New York)'s biggest Q1 2020 reduction was iShares US Treasury Bond ETF, cutting an estimated $38.6M.
- Wealthspire Advisors (New York) fully exited Booking.com in Q1 2020, selling an estimated $698K.
- Wealthspire Advisors (New York)'s ten largest holdings make up 50% of its $2.39B portfolio in Q1 2020.
- Wealthspire Advisors (New York) opened 351 new positions and closed 8 in Q1 2020.
- Wealthspire Advisors (New York)'s portfolio value rose 74% quarter-over-quarter to $2.39B.
Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2020, filed 12 May 2020.