We are live on ! Find out more
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
2501
$2.77K ﹤0.01%
+93
2502
$2.77K ﹤0.01%
+121
2503
$2.75K ﹤0.01%
+46
2504
$2.74K ﹤0.01%
+25
2505
$2.74K ﹤0.01%
+59
2506
$2.74K ﹤0.01%
+219
2507
$2.74K ﹤0.01%
+181
2508
$2.71K ﹤0.01%
+39
2509
$2.69K ﹤0.01%
+107
2510
$2.69K ﹤0.01%
+39
2511
$2.68K ﹤0.01%
+282
2512
$2.65K ﹤0.01%
+21
2513
$2.65K ﹤0.01%
+119
2514
$2.65K ﹤0.01%
+89
2515
$2.65K ﹤0.01%
+378
2516
$2.65K ﹤0.01%
+15
2517
$2.65K ﹤0.01%
+124
2518
$2.64K ﹤0.01%
+164
2519
$2.63K ﹤0.01%
+43
2520
$2.63K ﹤0.01%
+844
2521
$2.62K ﹤0.01%
+166
2522
$2.6K ﹤0.01%
+850
2523
$2.59K ﹤0.01%
+216
2524
$2.59K ﹤0.01%
+84
2525
$2.56K ﹤0.01%
+400
99 100
101
102 103