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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
2651
$1.61K ﹤0.01%
+9
2652
$1.61K ﹤0.01%
+180
2653
$1.59K ﹤0.01%
+4
2654
$1.59K ﹤0.01%
+11
2655
$1.58K ﹤0.01%
+114
2656
$1.57K ﹤0.01%
+55
2657
$1.57K ﹤0.01%
+35
2658
$1.55K ﹤0.01%
+14
2659
$1.55K ﹤0.01%
+47
2660
$1.55K ﹤0.01%
+412
2661
$1.54K ﹤0.01%
+56
2662
$1.53K ﹤0.01%
+77
2663
$1.51K ﹤0.01%
+45
2664
$1.49K ﹤0.01%
+34
2665
$1.49K ﹤0.01%
+30
2666
$1.49K ﹤0.01%
+253
2667
$1.48K ﹤0.01%
+32
2668
$1.47K ﹤0.01%
+65
2669
$1.45K ﹤0.01%
+42
2670
$1.45K ﹤0.01%
+42
2671
$1.43K ﹤0.01%
+45
2672
$1.43K ﹤0.01%
+49
2673
$1.43K ﹤0.01%
+16
2674
$1.42K ﹤0.01%
+100
2675
$1.41K ﹤0.01%
+22
105 106
107
108 109