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
501
$10K ﹤0.01%
+193
502
$10K ﹤0.01%
+139
503
$10K ﹤0.01%
+449
504
$10K ﹤0.01%
+1,305
505
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+324
506
$10K ﹤0.01%
+130
507
$10K ﹤0.01%
+24
508
$10K ﹤0.01%
+224
509
$10K ﹤0.01%
+407
510
$10K ﹤0.01%
+529
511
$10K ﹤0.01%
+219
512
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+191
513
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+282
514
$10K ﹤0.01%
+352
515
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+442
516
$10K ﹤0.01%
+280
517
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+543
518
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+117
519
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+125
520
$9K ﹤0.01%
+139
521
$9K ﹤0.01%
+535
522
$9K ﹤0.01%
+224
523
$9K ﹤0.01%
+105
524
$9K ﹤0.01%
+133
525
$9K ﹤0.01%
+61
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