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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
551
$8K ﹤0.01%
+203
552
$8K ﹤0.01%
+90
553
$8K ﹤0.01%
+200
554
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555
$8K ﹤0.01%
+192
556
$8K ﹤0.01%
+47
557
$8K ﹤0.01%
+98
558
$8K ﹤0.01%
+200
559
$8K ﹤0.01%
+128
560
$8K ﹤0.01%
+190
561
$8K ﹤0.01%
+298
562
$8K ﹤0.01%
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$8K ﹤0.01%
+750
564
$8K ﹤0.01%
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565
$8K ﹤0.01%
+112
566
$8K ﹤0.01%
+23
567
$8K ﹤0.01%
+134
568
$8K ﹤0.01%
+123
569
$8K ﹤0.01%
+69
570
$8K ﹤0.01%
+302
571
$8K ﹤0.01%
+495
572
$8K ﹤0.01%
+801
573
$8K ﹤0.01%
+588
574
$8K ﹤0.01%
+304
575
$8K ﹤0.01%
+28
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