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
901
$0 ﹤0.01%
+10
902
$0 ﹤0.01%
+10
903
$0 ﹤0.01%
+100
904
$0 ﹤0.01%
+5
905
$0 ﹤0.01%
+16
906
$0 ﹤0.01%
+18
907
$0 ﹤0.01%
+31
908
$0 ﹤0.01%
+2
909
$0 ﹤0.01%
+2
910
$0 ﹤0.01%
+45
911
$0 ﹤0.01%
+3
912
$0 ﹤0.01%
+5
913
$0 ﹤0.01%
+16
914
$0 ﹤0.01%
+17
915
$0 ﹤0.01%
+100
916
$0 ﹤0.01%
+24
917
$0 ﹤0.01%
+5
918
$0 ﹤0.01%
+23
919
$0 ﹤0.01%
+3
920
$0 ﹤0.01%
+24
921
$0 ﹤0.01%
+1
922
$0 ﹤0.01%
+15
923
$0 ﹤0.01%
+12
924
$0 ﹤0.01%
+12
925
$0 ﹤0.01%
+2
34 35 36
37
38