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
826
$1K ﹤0.01%
+70
827
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+70
828
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+29
829
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+665
830
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+10
831
$1K ﹤0.01%
+7
832
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+10
833
$1K ﹤0.01%
+29
834
$1K ﹤0.01%
+68
835
$1K ﹤0.01%
+46
836
$1K ﹤0.01%
+4
837
$1K ﹤0.01%
+15
838
$1K ﹤0.01%
+18
839
$1K ﹤0.01%
+37
840
$1K ﹤0.01%
+100
841
$1K ﹤0.01%
+16
842
$1K ﹤0.01%
+14
843
$1K ﹤0.01%
+55
844
$1K ﹤0.01%
+26
845
$1K ﹤0.01%
+19
846
$1K ﹤0.01%
+1
847
$1K ﹤0.01%
+6
848
$1K ﹤0.01%
+29
849
$1K ﹤0.01%
+106
850
$1K ﹤0.01%
+89
32 33
34
35 36