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
826
$1K ﹤0.01%
+101
827
$1K ﹤0.01%
+8
828
$1K ﹤0.01%
+15
829
$1K ﹤0.01%
+48
830
$1K ﹤0.01%
+59
831
$1K ﹤0.01%
+30
832
$1K ﹤0.01%
+56
833
$1K ﹤0.01%
+175
834
$1K ﹤0.01%
+60
835
$1K ﹤0.01%
+16
836
$1K ﹤0.01%
+148
837
$1K ﹤0.01%
+60
838
$1K ﹤0.01%
+29
839
$1K ﹤0.01%
+155
840
$1K ﹤0.01%
+57
841
$1K ﹤0.01%
+40
842
$1K ﹤0.01%
+31
843
$1K ﹤0.01%
+22
844
$1K ﹤0.01%
+11
845
$1K ﹤0.01%
+26
846
$1K ﹤0.01%
+70
847
$1K ﹤0.01%
+70
848
$1K ﹤0.01%
+29
849
$1K ﹤0.01%
+665
850
$1K ﹤0.01%
+10
32 33
34
35 36