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
751
$2K ﹤0.01%
+62
752
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+23
753
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+15
754
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+27
755
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+200
756
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+29
757
$2K ﹤0.01%
+10
758
$2K ﹤0.01%
+360
759
$2K ﹤0.01%
+127
760
$2K ﹤0.01%
+117
761
$2K ﹤0.01%
+194
762
$2K ﹤0.01%
+62
763
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+124
764
$2K ﹤0.01%
+45
765
$2K ﹤0.01%
+113
766
$2K ﹤0.01%
+764
767
$2K ﹤0.01%
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768
$2K ﹤0.01%
+79
769
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+16
770
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+21
771
$2K ﹤0.01%
+99
772
$2K ﹤0.01%
+37
773
$2K ﹤0.01%
+48
774
$2K ﹤0.01%
+14
775
$2K ﹤0.01%
+23
29 30
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