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
201
$45K ﹤0.01%
+1,138
202
$44K ﹤0.01%
+1,216
203
$44K ﹤0.01%
+632
204
$43K ﹤0.01%
+198
205
$43K ﹤0.01%
+497
206
$43K ﹤0.01%
+657
207
$43K ﹤0.01%
+15,485
208
$42K ﹤0.01%
+1,905
209
$42K ﹤0.01%
+800
210
$42K ﹤0.01%
+781
211
$41K ﹤0.01%
+258
212
$41K ﹤0.01%
+480
213
$41K ﹤0.01%
+444
214
$41K ﹤0.01%
+636
215
$40K ﹤0.01%
+1,044
216
$40K ﹤0.01%
+154
217
$40K ﹤0.01%
+2,065
218
$40K ﹤0.01%
+9,212
219
$40K ﹤0.01%
+406
220
$39K ﹤0.01%
+231
221
$38K ﹤0.01%
+916
222
$38K ﹤0.01%
+327
223
$37K ﹤0.01%
+858
224
$37K ﹤0.01%
+1,051
225
$37K ﹤0.01%
+521
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