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
726
– –
-5
727
– –
-167
728
– –
-127
729
– –
-655
730
– –
-102
731
– –
-17
732
– –
-81
733
– –
-142
734
– –
-497
735
– –
-816
736
– –
-80
737
– –
-111
738
– –
-1,933
739
– –
-558
740
– –
-167
741
– –
-437
742
– –
-397
743
– –
-116
744
– –
-15
745
– –
-308
746
– –
-1,078
747
– –
-338
748
– –
-798
749
– –
-47
750
– –
-586
28 29
30
31 32