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
476
$11K ﹤0.01%
+173
477
$11K ﹤0.01%
+416
478
$11K ﹤0.01%
+127
479
$11K ﹤0.01%
+116
480
$11K ﹤0.01%
+500
481
$11K ﹤0.01%
+123
482
$11K ﹤0.01%
+250
483
$11K ﹤0.01%
+253
484
$11K ﹤0.01%
+430
485
$11K ﹤0.01%
+131
486
$11K ﹤0.01%
+73
487
$11K ﹤0.01%
+196
488
$11K ﹤0.01%
+472
489
$11K ﹤0.01%
+105
490
$11K ﹤0.01%
+185
491
$10K ﹤0.01%
+200
492
$10K ﹤0.01%
+182
493
$10K ﹤0.01%
+212
494
$10K ﹤0.01%
+336
495
$10K ﹤0.01%
+44
496
$10K ﹤0.01%
+1,834
497
$10K ﹤0.01%
+220
498
$10K ﹤0.01%
+335
499
$10K ﹤0.01%
+270
500
$10K ﹤0.01%
+150
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