WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Return
13.58%
This Quarter Return
+8.73%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$17.8B
AUM Growth
+$1.06B
(+6.3%)
Cap. Flow
-$297M
Cap. Flow
% of AUM
-1.67%
Top 10 Holdings %
Top 10 Hldgs %
57.01%
Holding
885
New
95
Increased
333
Reduced
344
Closed
43
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$64.9M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$41.1M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$27.7M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$23.5M |
| 5 |
CME Group
CME
|
+$19.9M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$89.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$83.5M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$40.9M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$40.2M |
| 5 |
Apple
AAPL
|
+$31.4M |
Sector Composition
| 1 | Technology | 2.81% |
| 2 | Financials | 1.74% |
| 3 | Consumer Discretionary | 0.76% |
| 4 | Consumer Staples | 0.71% |
| 5 | Healthcare | 0.65% |
