WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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
801
$1K ﹤0.01%
+60
802
$1K ﹤0.01%
+15
803
$1K ﹤0.01%
+656
804
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+26
805
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+46
806
$1K ﹤0.01%
+277
807
$1K ﹤0.01%
+69
808
$1K ﹤0.01%
+98
809
$1K ﹤0.01%
+310
810
$1K ﹤0.01%
+68
811
$1K ﹤0.01%
+27
812
$1K ﹤0.01%
+14
813
$1K ﹤0.01%
+14
814
$1K ﹤0.01%
+112
815
$1K ﹤0.01%
+29
816
$1K ﹤0.01%
+168
817
$1K ﹤0.01%
+62
818
$1K ﹤0.01%
+10
819
$1K ﹤0.01%
+8
820
$1K ﹤0.01%
+14
821
$1K ﹤0.01%
+5
822
$1K ﹤0.01%
+19
823
$1K ﹤0.01%
+84
824
$1K ﹤0.01%
+17
825
$1K ﹤0.01%
+330
31 32
33
34 35