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
526
$9K ﹤0.01%
+321
527
$9K ﹤0.01%
+257
528
$9K ﹤0.01%
+154
529
$9K ﹤0.01%
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530
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+50
531
$9K ﹤0.01%
+35
532
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+139
533
$9K ﹤0.01%
+535
534
$9K ﹤0.01%
+177
535
$9K ﹤0.01%
+50
536
$9K ﹤0.01%
+153
537
$9K ﹤0.01%
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538
$9K ﹤0.01%
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539
$9K ﹤0.01%
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540
$9K ﹤0.01%
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541
$9K ﹤0.01%
+366
542
$8K ﹤0.01%
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543
$8K ﹤0.01%
+495
544
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+28
545
$8K ﹤0.01%
+23
546
$8K ﹤0.01%
+134
547
$8K ﹤0.01%
+123
548
$8K ﹤0.01%
+450
549
$8K ﹤0.01%
+304
550
$8K ﹤0.01%
+51
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