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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
2701
$1.22K ﹤0.01%
+69
2702
$1.22K ﹤0.01%
+136
2703
$1.21K ﹤0.01%
+58
2704
$1.21K ﹤0.01%
+50
2705
$1.19K ﹤0.01%
+10
2706
$1.18K ﹤0.01%
+10
2707
$1.18K ﹤0.01%
+51
2708
$1.18K ﹤0.01%
+14
2709
$1.18K ﹤0.01%
+50
2710
$1.17K ﹤0.01%
+53
2711
$1.17K ﹤0.01%
+100
2712
$1.16K ﹤0.01%
+329
2713
$1.16K ﹤0.01%
+85
2714
$1.16K ﹤0.01%
+171
2715
$1.14K ﹤0.01%
+9
2716
$1.13K ﹤0.01%
+31
2717
$1.13K ﹤0.01%
+9
2718
$1.11K ﹤0.01%
+29
2719
$1.11K ﹤0.01%
+12
2720
$1.1K ﹤0.01%
+41
2721
$1.1K ﹤0.01%
+31
2722
$1.1K ﹤0.01%
+32
2723
$1.08K ﹤0.01%
+28
2724
$1.08K ﹤0.01%
+29
2725
$1.04K ﹤0.01%
+93
107 108
109
110 111