WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Est. Return
13.58%
1 Year Est. Return
+13.58%
AUM
$17.8B
AUM Growth
+$1.06B
(+6.3%)
Holding
885
Top Buys
1 | +$64.9M | |
2 | +$41.1M | |
3 | +$27.7M | |
4 |
Schwab International Equity ETF
SCHF
|
+$23.5M |
5 |
CME Group
CME
|
+$19.9M |
Top Sells
1 | +$89.5M | |
2 | +$83.5M | |
3 | +$40.9M | |
4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$40.2M |
5 |
Apple
AAPL
|
+$31.4M |
Sector Composition
1 | Technology | 2.81% |
2 | Financials | 1.74% |
3 | Consumer Discretionary | 0.76% |
4 | Consumer Staples | 0.71% |
5 | Healthcare | 0.65% |