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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
2551
$2.37K ﹤0.01%
+70
2552
$2.35K ﹤0.01%
+126
2553
$2.35K ﹤0.01%
+110
2554
$2.35K ﹤0.01%
+50
2555
$2.35K ﹤0.01%
+750
2556
$2.33K ﹤0.01%
+276
2557
$2.33K ﹤0.01%
+267
2558
$2.31K ﹤0.01%
+3,000
2559
$2.31K ﹤0.01%
+33
2560
$2.31K ﹤0.01%
+13
2561
$2.29K ﹤0.01%
+81
2562
$2.28K ﹤0.01%
+209
2563
$2.27K ﹤0.01%
+468
2564
$2.27K ﹤0.01%
+14
2565
$2.26K ﹤0.01%
+47
2566
$2.26K ﹤0.01%
+1,129
2567
$2.24K ﹤0.01%
+47
2568
$2.23K ﹤0.01%
+110
2569
$2.22K ﹤0.01%
+169
2570
$2.21K ﹤0.01%
+81
2571
$2.21K ﹤0.01%
+29
2572
$2.2K ﹤0.01%
+26
2573
$2.2K ﹤0.01%
+39
2574
$2.2K ﹤0.01%
+105
2575
$2.19K ﹤0.01%
+80
101 102
103
104 105