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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
$1.04B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$182M
3
+$151M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$109M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$79.2M

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
$2K ﹤0.01%
+124
753
$2K ﹤0.01%
+45
754
$2K ﹤0.01%
+113
755
$2K ﹤0.01%
+764
756
$2K ﹤0.01%
+99
757
$2K ﹤0.01%
+48
758
$2K ﹤0.01%
+14
759
$2K ﹤0.01%
+23
760
$2K ﹤0.01%
+27
761
$2K ﹤0.01%
+200
762
$2K ﹤0.01%
+29
763
$2K ﹤0.01%
+10
764
$2K ﹤0.01%
+80
765
$2K ﹤0.01%
+19
766
$2K ﹤0.01%
+79
767
$2K ﹤0.01%
+16
768
$2K ﹤0.01%
+21
769
$2K ﹤0.01%
+37
770
$2K ﹤0.01%
+55
771
$2K ﹤0.01%
+46
772
$2K ﹤0.01%
+41
773
$2K ﹤0.01%
+62
774
$2K ﹤0.01%
+23
775
$2K ﹤0.01%
+15
29 30
31
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