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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
2601
$2.02K ﹤0.01%
+42
2602
$2.02K ﹤0.01%
+100
2603
$2.01K ﹤0.01%
+36
2604
$1.98K ﹤0.01%
+125
2605
$1.96K ﹤0.01%
+108
2606
$1.94K ﹤0.01%
+669
2607
$1.94K ﹤0.01%
+300
2608
$1.92K ﹤0.01%
+48
2609
$1.92K ﹤0.01%
+39
2610
$1.9K ﹤0.01%
+70
2611
$1.9K ﹤0.01%
+822
2612
$1.89K ﹤0.01%
+83
2613
$1.88K ﹤0.01%
+425
2614
$1.87K ﹤0.01%
+70
2615
$1.86K ﹤0.01%
+18
2616
$1.86K ﹤0.01%
+152
2617
$1.84K ﹤0.01%
+100
2618
$1.84K ﹤0.01%
+61
2619
$1.83K ﹤0.01%
+75
2620
$1.83K ﹤0.01%
+13
2621
$1.81K ﹤0.01%
+12
2622
$1.8K ﹤0.01%
+11
2623
$1.77K ﹤0.01%
+60
2624
$1.77K ﹤0.01%
+19
2625
$1.76K ﹤0.01%
+71
103 104
105
106 107