We are live on ! Find out more
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
$1.08B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.77M
3
+$4.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.84M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.49M

Top Sells

1
+$8.99M
2
+$7.55M
3
+$7.45M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.11M

Sector Composition

1 Consumer Staples 0.2%
2 Communication Services 0.06%
3 Financials 0.04%
4 Technology 0.03%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-48
52
– –
-200
53
– –
-94
54
– –
-109
55
– –
-116
56
– –
-1,336
57
– –
-6
58
– –
0
59
– –
-24
60
– –
-501
61
– –
-149
62
– –
-117
63
– –
-94
64
– –
-500
65
– –
-5,600
66
– –
-6,560
67
– –
-297
68
– –
-231
69
– –
-978
70
– –
-149
71
– –
-69
72
– –
-556
73
– –
-1,958
74
– –
-1,006
75
– –
-62
1 2
3
4 5