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
726
$3K ﹤0.01%
+102
727
$3K ﹤0.01%
+49
728
$3K ﹤0.01%
+84
729
$3K ﹤0.01%
+47
730
$3K ﹤0.01%
+49
731
$3K ﹤0.01%
+120
732
$3K ﹤0.01%
+478
733
$3K ﹤0.01%
+64
734
$3K ﹤0.01%
+85
735
$3K ﹤0.01%
+115
736
$2K ﹤0.01%
+64
737
$2K ﹤0.01%
+20
738
$2K ﹤0.01%
+369
739
$2K ﹤0.01%
+276
740
$2K ﹤0.01%
+57
741
$2K ﹤0.01%
+70
742
$2K ﹤0.01%
+36
743
$2K ﹤0.01%
+80
744
$2K ﹤0.01%
+338
745
$2K ﹤0.01%
+109
746
$2K ﹤0.01%
+48
747
$2K ﹤0.01%
+9
748
$2K ﹤0.01%
+49
749
$2K ﹤0.01%
+46
750
$2K ﹤0.01%
+41
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