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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
2476
$2.97K ﹤0.01%
+88
2477
$2.96K ﹤0.01%
+236
2478
$2.95K ﹤0.01%
+110
2479
$2.95K ﹤0.01%
+174
2480
$2.95K ﹤0.01%
+58
2481
$2.94K ﹤0.01%
+117
2482
$2.93K ﹤0.01%
+167
2483
$2.92K ﹤0.01%
+105
2484
$2.92K ﹤0.01%
+113
2485
$2.89K ﹤0.01%
+110
2486
$2.89K ﹤0.01%
+598
2487
$2.88K ﹤0.01%
+354
2488
$2.87K ﹤0.01%
+35
2489
$2.87K ﹤0.01%
+52
2490
$2.85K ﹤0.01%
+81
2491
$2.85K ﹤0.01%
+37
2492
$2.84K ﹤0.01%
+117
2493
$2.83K ﹤0.01%
+100
2494
$2.81K ﹤0.01%
+133
2495
$2.8K ﹤0.01%
+151
2496
$2.79K ﹤0.01%
+150
2497
$2.78K ﹤0.01%
+80
2498
$2.78K ﹤0.01%
+1,056
2499
$2.78K ﹤0.01%
+458
2500
$2.77K ﹤0.01%
+408
98 99
100
101 102