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
176
$53K 0.01%
+135
177
$53K 0.01%
+354
178
$53K 0.01%
+850
179
$53K 0.01%
+537
180
$52K 0.01%
+832
181
$52K 0.01%
+2,508
182
$52K 0.01%
+1,563
183
$50K ﹤0.01%
+189
184
$50K ﹤0.01%
+1,010
185
$50K ﹤0.01%
+734
186
– –
0
187
$48K ﹤0.01%
+423
188
$48K ﹤0.01%
+643
189
$47K ﹤0.01%
+1,138
190
$47K ﹤0.01%
+510
191
$47K ﹤0.01%
+299
192
$47K ﹤0.01%
+978
193
$47K ﹤0.01%
+163
194
$47K ﹤0.01%
+365
195
$47K ﹤0.01%
+405
196
$46K ﹤0.01%
+2,184
197
$46K ﹤0.01%
+422
198
$46K ﹤0.01%
+161
199
$46K ﹤0.01%
+2,002
200
$46K ﹤0.01%
+296
6 7
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