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
151
– –
0
152
$68K 0.01%
+182
153
$68K 0.01%
+304
154
$67K 0.01%
+1,538
155
$66K 0.01%
+521
156
$66K 0.01%
+1,166
157
$65K 0.01%
+860
158
$64K 0.01%
+406
159
$64K 0.01%
+437
160
$64K 0.01%
+410
161
$62K 0.01%
+436
162
$62K 0.01%
+492
163
$61K 0.01%
+1,665
164
$59K 0.01%
+371
165
$59K 0.01%
+2,400
166
$58K 0.01%
+972
167
$57K 0.01%
+189
168
$57K 0.01%
+1,000
169
$57K 0.01%
+1,316
170
$55K 0.01%
+1,064
171
$55K 0.01%
+600
172
$55K 0.01%
+836
173
$55K 0.01%
+1,054
174
$55K 0.01%
+1,196
175
$54K 0.01%
+791
5 6
7
8 9