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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
2576
$2.19K ﹤0.01%
+27
2577
$2.18K ﹤0.01%
+474
2578
$2.18K ﹤0.01%
+54
2579
$2.17K ﹤0.01%
+272
2580
$2.16K ﹤0.01%
+63
2581
$2.15K ﹤0.01%
+188
2582
$2.13K ﹤0.01%
+34
2583
$2.12K ﹤0.01%
+47
2584
$2.12K ﹤0.01%
+65
2585
$2.12K ﹤0.01%
+19
2586
$2.11K ﹤0.01%
+1,026
2587
$2.11K ﹤0.01%
+350
2588
$2.11K ﹤0.01%
+17
2589
$2.1K ﹤0.01%
+20
2590
$2.1K ﹤0.01%
+44
2591
$2.1K ﹤0.01%
+155
2592
$2.1K ﹤0.01%
+11
2593
$2.08K ﹤0.01%
+70
2594
$2.07K ﹤0.01%
+377
2595
$2.06K ﹤0.01%
+60
2596
$2.06K ﹤0.01%
+73
2597
$2.05K ﹤0.01%
+167
2598
$2.04K ﹤0.01%
+560
2599
$2.03K ﹤0.01%
+132
2600
$2.03K ﹤0.01%
+135
102 103
104
105 106