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
776
– –
-71
777
– –
-285
778
– –
-324
779
– –
-28
780
– –
-183
781
– –
-98
782
– –
-24
783
– –
-64
784
– –
-200
785
– –
-343
786
– –
-15
787
– –
-362
788
– –
-1
789
– –
-3
790
– –
-1,905
791
– –
-5,575
792
– –
-5,875
793
– –
-33,587
794
– –
-299
795
– –
-177
796
– –
-1,216
797
– –
-788
798
– –
-89
799
– –
-16
800
– –
-183
30 31
32
33 34