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WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.1B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,078
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$42.1M
3
+$41.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.1M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$32.5M

Top Sells

1
+$117M
2
+$25.2M
3
+$19.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$16.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.8M

Sector Composition

1 Technology 2.08%
2 Financials 1.73%
3 Consumer Discretionary 0.63%
4 Communication Services 0.62%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.87M 0.02%
6,019
-5,227
227
$2.86M 0.02%
4,699
-4,553
228
$2.81M 0.01%
12,227
+10,017
229
$2.79M 0.01%
16,677
-1,718
230
$2.78M 0.01%
64,938
231
$2.76M 0.01%
4,315
+211
232
$2.7M 0.01%
42,930
-915
233
$2.68M 0.01%
21,666
-1,063
234
$2.65M 0.01%
46,534
+912
235
$2.64M 0.01%
17,788
+10,204
236
$2.64M 0.01%
53,734
-1,153
237
$2.61M 0.01%
8,895
-440
238
$2.61M 0.01%
70,873
-81
239
$2.6M 0.01%
9,577
-1,324
240
$2.59M 0.01%
35,593
241
$2.56M 0.01%
58,223
-78
242
$2.54M 0.01%
79,703
+118
243
$2.5M 0.01%
111,216
+14,395
244
$2.5M 0.01%
81,792
-26,187
245
$2.48M 0.01%
21,766
+6,563
246
$2.48M 0.01%
79,244
-40
247
$2.47M 0.01%
27,050
-58
248
$2.46M 0.01%
17,694
-11,795
249
$2.44M 0.01%
59,528
-3,554
250
$2.39M 0.01%
35,144
+2,457
8 9
10
11 12