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
76
$163K 0.02%
+2,685
77
$162K 0.02%
+1,757
78
$157K 0.02%
+3,473
79
$156K 0.02%
+9,640
80
$156K 0.02%
+1,109
81
$156K 0.02%
+1,592
82
$152K 0.01%
+673
83
$152K 0.01%
+3,296
84
$145K 0.01%
+5,136
85
$145K 0.01%
+1,316
86
$143K 0.01%
+5,794
87
$142K 0.01%
+5,087
88
$141K 0.01%
+3,342
89
$140K 0.01%
+1,277
90
$140K 0.01%
+2,091
91
$139K 0.01%
+3,562
92
$136K 0.01%
+3,993
93
$130K 0.01%
+1,515
94
$128K 0.01%
+680
95
$126K 0.01%
+1,157
96
$123K 0.01%
+920
97
$121K 0.01%
+1,631
98
$119K 0.01%
+3,435
99
$117K 0.01%
+1,153
100
$117K 0.01%
+737
2 3
4
5 6