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WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
476
$11K ﹤0.01%
+127
477
$11K ﹤0.01%
+500
478
$11K ﹤0.01%
+123
479
$11K ﹤0.01%
+250
480
$11K ﹤0.01%
+253
481
$11K ﹤0.01%
+430
482
$11K ﹤0.01%
+246
483
$11K ﹤0.01%
+131
484
$11K ﹤0.01%
+73
485
$11K ﹤0.01%
+392
486
$11K ﹤0.01%
+472
487
$11K ﹤0.01%
+105
488
$11K ﹤0.01%
+185
489
$11K ﹤0.01%
+247
490
$11K ﹤0.01%
+116
491
$10K ﹤0.01%
+44
492
$10K ﹤0.01%
+1,834
493
$10K ﹤0.01%
+270
494
$10K ﹤0.01%
+150
495
$10K ﹤0.01%
+193
496
$10K ﹤0.01%
+139
497
$10K ﹤0.01%
+324
498
$10K ﹤0.01%
+182
499
$10K ﹤0.01%
+212
500
$10K ﹤0.01%
+336
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