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
51
$307K 0.03%
+1,502
52
$306K 0.03%
+1
53
$297K 0.03%
+2,729
54
$290K 0.03%
+5,600
55
$281K 0.03%
+15,000
56
$278K 0.03%
+1,617
57
$277K 0.03%
+24,529
58
$259K 0.03%
+2,823
59
$255K 0.02%
+4,543
60
$244K 0.02%
+5,814
61
$235K 0.02%
+1,791
62
$232K 0.02%
+2,295
63
$230K 0.02%
+5,549
64
$220K 0.02%
+2,181
65
$209K 0.02%
+4,420
66
$200K 0.02%
+1,052
67
$198K 0.02%
+1,006
68
$195K 0.02%
+2,864
69
$186K 0.02%
+747
70
$179K 0.02%
+10,375
71
$178K 0.02%
+2,442
72
$174K 0.02%
+8,845
73
$166K 0.02%
+817
74
$165K 0.02%
+4,955
75
$164K 0.02%
+869
1 2
3
4 5