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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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$28.8M
3
+$22.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12M

Top Sells

1
+$22.7M
2
+$5.15M
3
+$5.03M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.78M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.14M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$30.6K ﹤0.01%
24,884
+13,384
527
$25.7K ﹤0.01%
+519
528
$21.4K ﹤0.01%
+25,200
529
$12.1K ﹤0.01%
710
+333
530
$8.9K ﹤0.01%
+10,000
531
$8.46K ﹤0.01%
666
+457
532
$2.97K ﹤0.01%
30,000
533
– –
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534
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535
– –
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– –
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– –
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– –
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– –
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