WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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%
+96
477
$11K ﹤0.01%
+240
478
$11K ﹤0.01%
+141
479
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480
$11K ﹤0.01%
+416
481
$11K ﹤0.01%
+127
482
$11K ﹤0.01%
+253
483
$11K ﹤0.01%
+430
484
$11K ﹤0.01%
+246
485
$11K ﹤0.01%
+131
486
$11K ﹤0.01%
+73
487
$11K ﹤0.01%
+392
488
$11K ﹤0.01%
+105
489
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490
$11K ﹤0.01%
+247
491
$10K ﹤0.01%
+220
492
$10K ﹤0.01%
+335
493
$10K ﹤0.01%
+270
494
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+193
495
$10K ﹤0.01%
+139
496
$10K ﹤0.01%
+449
497
$10K ﹤0.01%
+1,305
498
$10K ﹤0.01%
+130
499
$10K ﹤0.01%
+200
500
$10K ﹤0.01%
+182
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