WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$40.8M
3
+$25.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$22.2M
5
CME icon
CME Group
CME
+$19.6M

Top Sells

1
+$82.9M
2
+$77.3M
3
+$40.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$38.7M
5
AAPL icon
Apple
AAPL
+$30.9M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.88M 0.02%
9,335
+36
227
$2.87M 0.02%
542,759
+66
228
$2.84M 0.02%
44,635
-4,110
229
$2.83M 0.02%
11,442
-123
230
$2.8M 0.02%
5,299
-12
231
$2.79M 0.02%
64,638
232
$2.77M 0.02%
16,000
-21,190
233
$2.77M 0.02%
32,873
-21,540
234
$2.74M 0.02%
64,938
+28,917
235
$2.73M 0.02%
2,604
-76
236
$2.69M 0.02%
58,162
-982
237
$2.69M 0.02%
18,395
+36
238
$2.68M 0.02%
22,729
-32
239
$2.67M 0.02%
79,585
+1,304
240
$2.63M 0.01%
43,845
+3,996
241
$2.6M 0.01%
12,235
+5,302
242
$2.6M 0.01%
10,901
+2,930
243
$2.6M 0.01%
9,532
+1,208
244
$2.59M 0.01%
36,456
+2,148
245
$2.54M 0.01%
45,622
-13,616
246
$2.53M 0.01%
9,898
+282
247
$2.51M 0.01%
35,593
248
$2.49M 0.01%
22,220
-1,654
249
$2.49M 0.01%
63,082
+156
250
$2.48M 0.01%
9,046
+428
8 9
10
11 12