WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
This Quarter Return
+0.58%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$1.22B
AUM Growth
+$1.22B
(+6.5%)
Cap. Flow
+$71.3M
Cap. Flow
% of AUM
5.84%
Top 10 Holdings %
Top 10 Hldgs %
82.56%
Holding
169
New
75
Increased
67
Reduced
17
Closed
2
Top Buys
| 1 |
CME Group
CME
|
$10.9M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$8.93M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$3.11M |
| 4 |
First Trust North American Energy Infrastructure Fund
EMLP
|
$3.01M |
| 5 |
Invesco Taxable Municipal Bond ETF
BAB
|
$2.88M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.06M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.67M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.22M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.13M |
Sector Composition
| 1 | Financials | 1.69% |
| 2 | Technology | 1.38% |
| 3 | Communication Services | 0.88% |
| 4 | Healthcare | 0.82% |
| 5 | Consumer Staples | 0.73% |
