WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Return
13.58%
This Quarter Return
-1.64%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$16.7B
AUM Growth
+$6.68B
(+66%)
Cap. Flow
+$6.87B
Cap. Flow
% of AUM
41.05%
Top 10 Holdings %
Top 10 Hldgs %
56.42%
Holding
837
New
50
Increased
381
Reduced
267
Closed
46
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.48B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$606M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$601M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$459M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$403M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.65M |
| 2 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$4.68M |
| 3 |
Aon
AON
|
+$3.48M |
| 4 |
Oneok
OKE
|
+$3.01M |
| 5 |
Palantir
PLTR
|
+$2.58M |
Sector Composition
| 1 | Technology | 2.61% |
| 2 | Financials | 1.9% |
| 3 | Consumer Discretionary | 0.77% |
| 4 | Healthcare | 0.76% |
| 5 | Consumer Staples | 0.7% |
