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WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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%
+535
527
$9K ﹤0.01%
+224
528
$9K ﹤0.01%
+105
529
$9K ﹤0.01%
+133
530
$9K ﹤0.01%
+61
531
$9K ﹤0.01%
+345
532
$9K ﹤0.01%
+198
533
$9K ﹤0.01%
+321
534
$9K ﹤0.01%
+257
535
$9K ﹤0.01%
+154
536
$9K ﹤0.01%
+175
537
$9K ﹤0.01%
+149
538
$9K ﹤0.01%
+50
539
$9K ﹤0.01%
+277
540
$9K ﹤0.01%
+56
541
$9K ﹤0.01%
+366
542
$8K ﹤0.01%
+128
543
$8K ﹤0.01%
+66
544
$8K ﹤0.01%
+63
545
$8K ﹤0.01%
+51
546
$8K ﹤0.01%
+127
547
$8K ﹤0.01%
+122
548
$8K ﹤0.01%
+181
549
$8K ﹤0.01%
+158
550
$8K ﹤0.01%
+400
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