WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
This Quarter Return
+6.06%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$1.37B
AUM Growth
+$1.37B
(+12%)
Cap. Flow
+$80.4M
Cap. Flow
% of AUM
5.87%
Top 10 Holdings %
Top 10 Hldgs %
78.71%
Holding
220
New
53
Increased
127
Reduced
26
Closed
6
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$27.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$8.36M |
| 3 |
Deutsche Bank
DB
|
$5.65M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.97M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.39M |
Top Sells
Sector Composition
| 1 | Financials | 2.34% |
| 2 | Technology | 1.84% |
| 3 | Healthcare | 1.12% |
| 4 | Communication Services | 1.03% |
| 5 | Consumer Staples | 0.85% |
