We are live on ! Find out more
WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
851
$1K ﹤0.01%
+68
852
$1K ﹤0.01%
+46
853
$1K ﹤0.01%
+4
854
$1K ﹤0.01%
+15
855
$1K ﹤0.01%
+18
856
$1K ﹤0.01%
+37
857
$1K ﹤0.01%
+100
858
$1K ﹤0.01%
+98
859
$1K ﹤0.01%
+16
860
$1K ﹤0.01%
+14
861
$1K ﹤0.01%
+55
862
$1K ﹤0.01%
+26
863
$1K ﹤0.01%
+19
864
$1K ﹤0.01%
+1
865
$1K ﹤0.01%
+6
866
$1K ﹤0.01%
+29
867
$1K ﹤0.01%
+106
868
$1K ﹤0.01%
+89
869
$1K ﹤0.01%
+6
870
$1K ﹤0.01%
+24
871
$1K ﹤0.01%
+15
872
$1K ﹤0.01%
+69
873
$1K ﹤0.01%
+310
874
$1K ﹤0.01%
+29
875
$0 ﹤0.01%
+4
33 34
35
36 37