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
101
$115K 0.01%
+1,784
102
$114K 0.01%
+2,509
103
$111K 0.01%
+2,985
104
$111K 0.01%
+4,830
105
$109K 0.01%
+622
106
$107K 0.01%
+2,110
107
$105K 0.01%
+1,154
108
$105K 0.01%
+590
109
$103K 0.01%
+1,116
110
$103K 0.01%
+5,875
111
$101K 0.01%
+3,261
112
$100K 0.01%
+865
113
$99K 0.01%
+2,187
114
$97K 0.01%
+1,261
115
$92K 0.01%
+2,330
116
$92K 0.01%
+2,505
117
$91K 0.01%
+469
118
$90K 0.01%
+5,575
119
$90K 0.01%
+1,933
120
$89K 0.01%
+2,236
121
$86K 0.01%
+1,437
122
$84K 0.01%
+1,600
123
$83K 0.01%
+686
124
$83K 0.01%
+146
125
$80K 0.01%
+1,223
3 4
5
6 7