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
801
$1K ﹤0.01%
+18
802
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+12
803
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+5
804
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+100
805
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+14
806
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+10
807
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+29
808
$1K ﹤0.01%
+89
809
$1K ﹤0.01%
+55
810
$1K ﹤0.01%
+14
811
$1K ﹤0.01%
+112
812
$1K ﹤0.01%
+6
813
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+29
814
$1K ﹤0.01%
+168
815
$1K ﹤0.01%
+62
816
$1K ﹤0.01%
+10
817
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+8
818
$1K ﹤0.01%
+14
819
$1K ﹤0.01%
+5
820
$1K ﹤0.01%
+19
821
$1K ﹤0.01%
+84
822
$1K ﹤0.01%
+17
823
$1K ﹤0.01%
+9
824
$1K ﹤0.01%
+34
825
$1K ﹤0.01%
+25
31 32
33
34 35