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
651
$5K ﹤0.01%
+185
652
$5K ﹤0.01%
+425
653
$5K ﹤0.01%
+96
654
$5K ﹤0.01%
+81
655
$5K ﹤0.01%
+31
656
$5K ﹤0.01%
+150
657
$5K ﹤0.01%
+73
658
$5K ﹤0.01%
+136
659
$5K ﹤0.01%
+241
660
$5K ﹤0.01%
+62
661
$5K ﹤0.01%
+96
662
$5K ﹤0.01%
+71
663
$5K ﹤0.01%
+5
664
$5K ﹤0.01%
+192
665
$5K ﹤0.01%
+77
666
$5K ﹤0.01%
+50
667
$4K ﹤0.01%
+183
668
$4K ﹤0.01%
+92
669
$4K ﹤0.01%
+397
670
$4K ﹤0.01%
+450
671
$4K ﹤0.01%
+93
672
$4K ﹤0.01%
+40
673
$4K ﹤0.01%
+76
674
$4K ﹤0.01%
+29
675
$4K ﹤0.01%
+129
25 26
27
28 29