WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Return
13.58%
This Quarter Return
+6.61%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$9.83B
AUM Growth
+$2.02B
(+26%)
Cap. Flow
+$1.51B
Cap. Flow
% of AUM
15.34%
Top 10 Holdings %
Top 10 Hldgs %
49.37%
Holding
779
New
116
Increased
370
Reduced
191
Closed
23
Top Buys
Top Sells
| 1 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$13.8M |
| 2 |
Aon
AON
|
$7.51M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$5.6M |
| 4 |
Invesco Taxable Municipal Bond ETF
BAB
|
$2.46M |
| 5 |
Vanguard Total World Stock ETF
VT
|
$2.02M |
Sector Composition
| 1 | Technology | 3.25% |
| 2 | Financials | 2.63% |
| 3 | Healthcare | 1.07% |
| 4 | Consumer Discretionary | 1.03% |
| 5 | Communication Services | 0.81% |
