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
126
$80K 0.01%
+513
127
$80K 0.01%
+535
128
$80K 0.01%
+1,399
129
$79K 0.01%
+423
130
$79K 0.01%
+1,468
131
$78K 0.01%
+45
132
$78K 0.01%
+725
133
$78K 0.01%
+672
134
$77K 0.01%
+3,010
135
$75K 0.01%
+791
136
$75K 0.01%
+544
137
$75K 0.01%
+1,810
138
$75K 0.01%
+544
139
$74K 0.01%
+557
140
$74K 0.01%
+2,750
141
$73K 0.01%
+816
142
$73K 0.01%
+1,336
143
$73K 0.01%
+550
144
$72K 0.01%
+995
145
$71K 0.01%
+1,917
146
$71K 0.01%
+747
147
$70K 0.01%
+1,346
148
$70K 0.01%
+798
149
$70K 0.01%
+21,040
150
$69K 0.01%
+815
4 5
6
7 8