WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
This Quarter Return
+2.63%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$1.15B
AUM Growth
+$1.15B
(+6.3%)
Cap. Flow
+$38.9M
Cap. Flow
% of AUM
3.39%
Top 10 Holdings %
Top 10 Hldgs %
87.88%
Holding
95
New
50
Increased
23
Reduced
16
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$8.87M |
| 2 |
First Trust North American Energy Infrastructure Fund
EMLP
|
$7.1M |
| 3 |
Invesco Taxable Municipal Bond ETF
BAB
|
$5.28M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$4.12M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.63M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.38M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$3.93M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.15M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.52M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.82M |
Sector Composition
| 1 | Technology | 0.47% |
| 2 | Communication Services | 0.38% |
| 3 | Financials | 0.35% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Consumer Staples | 0.25% |
