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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
2676
$1.41K ﹤0.01%
+18
2677
$1.41K ﹤0.01%
+145
2678
$1.4K ﹤0.01%
+60
2679
$1.39K ﹤0.01%
+26
2680
$1.38K ﹤0.01%
+129
2681
$1.35K ﹤0.01%
+22
2682
$1.35K ﹤0.01%
+101
2683
$1.35K ﹤0.01%
+31
2684
$1.35K ﹤0.01%
+37
2685
$1.35K ﹤0.01%
+160
2686
$1.34K ﹤0.01%
+208
2687
$1.34K ﹤0.01%
+33
2688
$1.34K ﹤0.01%
+88
2689
$1.33K ﹤0.01%
+45
2690
$1.31K ﹤0.01%
+53
2691
$1.31K ﹤0.01%
+1,000
2692
$1.31K ﹤0.01%
+20
2693
$1.3K ﹤0.01%
+20
2694
$1.28K ﹤0.01%
+12
2695
$1.27K ﹤0.01%
+165
2696
$1.25K ﹤0.01%
+14
2697
$1.25K ﹤0.01%
+28
2698
$1.24K ﹤0.01%
+161
2699
$1.23K ﹤0.01%
+15
2700
$1.23K ﹤0.01%
+54
106 107
108
109 110