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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
651
$5K ﹤0.01%
+5
652
$5K ﹤0.01%
+192
653
$5K ﹤0.01%
+77
654
$5K ﹤0.01%
+50
655
$5K ﹤0.01%
+157
656
$5K ﹤0.01%
+1,162
657
$5K ﹤0.01%
+136
658
$5K ﹤0.01%
+42
659
$5K ﹤0.01%
+60
660
$5K ﹤0.01%
+200
661
$5K ﹤0.01%
+63
662
$5K ﹤0.01%
+28
663
$5K ﹤0.01%
+110
664
$5K ﹤0.01%
+96
665
$5K ﹤0.01%
+81
666
$5K ﹤0.01%
+150
667
$4K ﹤0.01%
+43
668
$4K ﹤0.01%
+34
669
$4K ﹤0.01%
+183
670
$4K ﹤0.01%
+129
671
$4K ﹤0.01%
+82
672
$4K ﹤0.01%
+574
673
$4K ﹤0.01%
+830
674
$4K ﹤0.01%
+200
675
$4K ﹤0.01%
+116
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