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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
2526
$2.56K ﹤0.01%
+97
2527
$2.55K ﹤0.01%
+61
2528
$2.55K ﹤0.01%
+104
2529
$2.55K ﹤0.01%
+421
2530
$2.54K ﹤0.01%
+122
2531
$2.54K ﹤0.01%
+108
2532
$2.54K ﹤0.01%
+28
2533
$2.54K ﹤0.01%
+166
2534
$2.54K ﹤0.01%
+29
2535
$2.52K ﹤0.01%
+222
2536
$2.52K ﹤0.01%
+62
2537
$2.51K ﹤0.01%
+48
2538
$2.49K ﹤0.01%
+191
2539
$2.48K ﹤0.01%
+180
2540
$2.47K ﹤0.01%
+207
2541
$2.46K ﹤0.01%
+42
2542
$2.46K ﹤0.01%
+81
2543
$2.45K ﹤0.01%
+72
2544
$2.44K ﹤0.01%
+73
2545
$2.43K ﹤0.01%
+82
2546
$2.41K ﹤0.01%
+55
2547
$2.41K ﹤0.01%
+43
2548
$2.41K ﹤0.01%
+195
2549
$2.4K ﹤0.01%
+39
2550
$2.38K ﹤0.01%
+294
100 101
102
103 104