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
26
$1.11M 0.11%
+37,651
27
$962K 0.09%
+24,384
28
$957K 0.09%
+16,279
29
$949K 0.09%
+9,340
30
$861K 0.08%
+22,848
31
$772K 0.07%
+3,312
32
$693K 0.07%
+10,375
33
$620K 0.06%
+56,255
34
$528K 0.05%
+37,153
35
$498K 0.05%
+1,644
36
$481K 0.05%
+8,864
37
$466K 0.04%
+44,100
38
$449K 0.04%
+5,979
39
$427K 0.04%
+4,369
40
$425K 0.04%
+51,295
41
$423K 0.04%
+14,455
42
$407K 0.04%
+5,420
43
$389K 0.04%
+33,587
44
$375K 0.04%
+2,842
45
$343K 0.03%
+6,560
46
$339K 0.03%
+2,627
47
$335K 0.03%
+7,138
48
$333K 0.03%
+2,540
49
$308K 0.03%
+14,307
50
$308K 0.03%
+955
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