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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
2626
$1.76K ﹤0.01%
+46
2627
$1.75K ﹤0.01%
+43
2628
$1.75K ﹤0.01%
+24
2629
$1.74K ﹤0.01%
+197
2630
$1.73K ﹤0.01%
+92
2631
$1.73K ﹤0.01%
+38
2632
$1.72K ﹤0.01%
+54
2633
$1.71K ﹤0.01%
+126
2634
$1.71K ﹤0.01%
+32
2635
$1.71K ﹤0.01%
+102
2636
$1.71K ﹤0.01%
+105
2637
$1.7K ﹤0.01%
+45
2638
$1.7K ﹤0.01%
+21
2639
$1.68K ﹤0.01%
+50
2640
$1.68K ﹤0.01%
+22
2641
$1.67K ﹤0.01%
+38
2642
$1.67K ﹤0.01%
+108
2643
$1.67K ﹤0.01%
+75
2644
$1.67K ﹤0.01%
+53
2645
$1.67K ﹤0.01%
+86
2646
$1.67K ﹤0.01%
+40
2647
$1.66K ﹤0.01%
+185
2648
$1.64K ﹤0.01%
+41
2649
$1.63K ﹤0.01%
+19
2650
$1.62K ﹤0.01%
+115
104 105
106
107 108