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
851
$1K ﹤0.01%
+7
852
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+15
853
$1K ﹤0.01%
+656
854
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+26
855
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856
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+277
857
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+68
858
$1K ﹤0.01%
+46
859
$1K ﹤0.01%
+4
860
$1K ﹤0.01%
+15
861
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+18
862
$1K ﹤0.01%
+37
863
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+100
864
$1K ﹤0.01%
+69
865
$1K ﹤0.01%
+98
866
$1K ﹤0.01%
+16
867
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+14
868
$1K ﹤0.01%
+26
869
$1K ﹤0.01%
+19
870
$1K ﹤0.01%
+1
871
$1K ﹤0.01%
+6
872
$1K ﹤0.01%
+29
873
$1K ﹤0.01%
+106
874
$1K ﹤0.01%
+310
875
$0 ﹤0.01%
+4
33 34
35
36 37