WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Return
13.58%
This Quarter Return
-17.77%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$2.38B
AUM Growth
+$1.01B
(+74%)
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
51.93%
Top 10 Holdings %
Top 10 Hldgs %
49.94%
Holding
565
New
351
Increased
188
Reduced
14
Closed
8
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$101M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$98.1M |
| 3 |
Schwab International Equity ETF
SCHF
|
$77.2M |
| 4 |
Accenture
ACN
|
$72.4M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$49M |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$40.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.4M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.64M |
| 4 |
Deutsche Bank
DB
|
$1.28M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.17M |
Sector Composition
| 1 | Technology | 7.84% |
| 2 | Healthcare | 3.67% |
| 3 | Financials | 3.55% |
| 4 | Communication Services | 2.33% |
| 5 | Consumer Discretionary | 2.31% |
