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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
926
$0 ﹤0.01%
+10
927
$0 ﹤0.01%
+100
928
$0 ﹤0.01%
+37
929
$0 ﹤0.01%
+5
930
$0 ﹤0.01%
+37
931
$0 ﹤0.01%
+6
932
$0 ﹤0.01%
+100
933
$0 ﹤0.01%
+7
934
$0 ﹤0.01%
+3
935
$0 ﹤0.01%
+7
936
$0 ﹤0.01%
+28
937
$0 ﹤0.01%
+12
938
$0 ﹤0.01%
+32
939
$0 ﹤0.01%
+7
940
$0 ﹤0.01%
+1
941
$0 ﹤0.01%
+26
942
$0 ﹤0.01%
+1
943
$0 ﹤0.01%
+11
944
$0 ﹤0.01%
+10
945
$0 ﹤0.01%
+5
946
$0 ﹤0.01%
+4
947
$0 ﹤0.01%
+10
948
$0 ﹤0.01%
+13
34 35 36 37
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