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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
776
$2K ﹤0.01%
+12
777
$2K ﹤0.01%
+48
778
$1K ﹤0.01%
+27
779
$1K ﹤0.01%
+14
780
$1K ﹤0.01%
+14
781
$1K ﹤0.01%
+112
782
$1K ﹤0.01%
+29
783
$1K ﹤0.01%
+168
784
$1K ﹤0.01%
+62
785
$1K ﹤0.01%
+10
786
$1K ﹤0.01%
+8
787
$1K ﹤0.01%
+14
788
$1K ﹤0.01%
+5
789
$1K ﹤0.01%
+19
790
$1K ﹤0.01%
+84
791
$1K ﹤0.01%
+17
792
$1K ﹤0.01%
+330
793
$1K ﹤0.01%
+92
794
$1K ﹤0.01%
+29
795
$1K ﹤0.01%
+6
796
$1K ﹤0.01%
+24
797
$1K ﹤0.01%
+68
798
$1K ﹤0.01%
+28
799
$1K ﹤0.01%
+16
800
$1K ﹤0.01%
+52
30 31
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