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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
701
$3K ﹤0.01%
+867
702
$3K ﹤0.01%
+48
703
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+61
704
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705
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+236
706
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+167
707
$3K ﹤0.01%
+15
708
$3K ﹤0.01%
+149
709
$3K ﹤0.01%
+21
710
$3K ﹤0.01%
+259
711
$3K ﹤0.01%
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712
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714
$3K ﹤0.01%
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715
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+120
716
$3K ﹤0.01%
+478
717
$3K ﹤0.01%
+128
718
$3K ﹤0.01%
+40
719
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+66
720
$3K ﹤0.01%
+66
721
$3K ﹤0.01%
+35
722
$3K ﹤0.01%
+173
723
$3K ﹤0.01%
+47
724
$3K ﹤0.01%
+25
725
$3K ﹤0.01%
+49
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