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
526
$9K ﹤0.01%
+345
527
$9K ﹤0.01%
+198
528
$9K ﹤0.01%
+321
529
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530
$9K ﹤0.01%
+637
531
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532
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+153
533
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+402
534
$9K ﹤0.01%
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535
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536
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537
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538
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539
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540
$9K ﹤0.01%
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541
$9K ﹤0.01%
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542
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543
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544
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545
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+28
546
$8K ﹤0.01%
+298
547
$8K ﹤0.01%
+184
548
$8K ﹤0.01%
+750
549
$8K ﹤0.01%
+146
550
$8K ﹤0.01%
+495