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%
+18
802
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+12
803
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804
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805
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806
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807
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+25
808
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+101
809
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+8
810
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+15
811
$1K ﹤0.01%
+48
812
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+30
813
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+56
814
$1K ﹤0.01%
+175
815
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+16
816
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+152
817
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+60
818
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+29
819
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+155
820
$1K ﹤0.01%
+57
821
$1K ﹤0.01%
+40
822
$1K ﹤0.01%
+31
823
$1K ﹤0.01%
+22
824
$1K ﹤0.01%
+11
825
$1K ﹤0.01%
+26
31 32
33
34 35