WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Return
13.58%
This Quarter Return
-9.93%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$1.04B
AUM Growth
–
Cap. Flow
+$1.04B
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
87.03%
Holding
948
New
946
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$191M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$169M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$153M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$101M |
| 5 |
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% |
