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
651
$5K ﹤0.01%
+42
652
$5K ﹤0.01%
+60
653
$5K ﹤0.01%
+157
654
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+157
655
$5K ﹤0.01%
+200
656
$5K ﹤0.01%
+63
657
$5K ﹤0.01%
+285
658
$5K ﹤0.01%
+343
659
$5K ﹤0.01%
+28
660
$5K ﹤0.01%
+110
661
$5K ﹤0.01%
+94
662
$5K ﹤0.01%
+183
663
$5K ﹤0.01%
+181
664
$5K ﹤0.01%
+29
665
$5K ﹤0.01%
+185
666
$5K ﹤0.01%
+425
667
$4K ﹤0.01%
+43
668
$4K ﹤0.01%
+34
669
$4K ﹤0.01%
+216
670
$4K ﹤0.01%
+183
671
$4K ﹤0.01%
+129
672
$4K ﹤0.01%
+116
673
$4K ﹤0.01%
+71
674
$4K ﹤0.01%
+64
675
$4K ﹤0.01%
+177
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