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
676
$4K ﹤0.01%
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677
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678
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679
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680
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682
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+574
683
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+270
684
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685
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692
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694
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695
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696
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697
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698
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699
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+117
700
$4K ﹤0.01%
+36
26 27
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29 30