WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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
626
$6K ﹤0.01%
+75
627
$6K ﹤0.01%
+240
628
$6K ﹤0.01%
+281
629
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630
$6K ﹤0.01%
+62
631
$5K ﹤0.01%
+285
632
$5K ﹤0.01%
+343
633
$5K ﹤0.01%
+94
634
$5K ﹤0.01%
+183
635
$5K ﹤0.01%
+181
636
$5K ﹤0.01%
+29
637
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638
$5K ﹤0.01%
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639
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640
$5K ﹤0.01%
+1,162
641
$5K ﹤0.01%
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642
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643
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644
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645
$5K ﹤0.01%
+157
646
$5K ﹤0.01%
+157
647
$5K ﹤0.01%
+200
648
$5K ﹤0.01%
+63
649
$5K ﹤0.01%
+28
650
$5K ﹤0.01%
+110
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