WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $19.1B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
+$191M
2
+$169M
3
+$153M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$101M
5
VTI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8K ﹤0.01%
+81
552
$8K ﹤0.01%
+192
553
$8K ﹤0.01%
+47
554
$8K ﹤0.01%
+98
555
$8K ﹤0.01%
+200
556
$8K ﹤0.01%
+128
557
$8K ﹤0.01%
+190
558
$8K ﹤0.01%
+112
559
$8K ﹤0.01%
+23
560
$8K ﹤0.01%
+134
561
$8K ﹤0.01%
+123
562
$8K ﹤0.01%
+51
563
$8K ﹤0.01%
+127
564
$8K ﹤0.01%
+122
565
$8K ﹤0.01%
+181
566
$8K ﹤0.01%
+158
567
$8K ﹤0.01%
+400
568
$8K ﹤0.01%
+203
569
$8K ﹤0.01%
+90
570
$8K ﹤0.01%
+200
571
$8K ﹤0.01%
+69
572
$8K ﹤0.01%
+302
573
$8K ﹤0.01%
+801
574
$8K ﹤0.01%
+588
575
$8K ﹤0.01%
+450
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