WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$40.8M
3
+$25.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$22.2M
5
CME icon
CME Group
CME
+$19.6M

Top Sells

1
+$82.9M
2
+$77.3M
3
+$40.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$38.7M
5
AAPL icon
Apple
AAPL
+$30.9M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.47M 0.01%
58,301
+78
252
$2.46M 0.01%
79,284
-5,098
253
$2.4M 0.01%
19,334
-42,214
254
$2.39M 0.01%
7,474
-100
255
$2.37M 0.01%
23,604
+1,228
256
$2.34M 0.01%
11,405
+105
257
$2.34M 0.01%
95,502
-127,964
258
$2.34M 0.01%
54,049
-2,820
259
$2.32M 0.01%
25,538
+300
260
$2.31M 0.01%
54,887
-263
261
$2.3M 0.01%
99,179
-4,056
262
$2.3M 0.01%
45,334
-7,479
263
$2.29M 0.01%
8,216
-12
264
$2.22M 0.01%
42,431
-6,167
265
$2.21M 0.01%
38,439
266
$2.2M 0.01%
4,104
+46
267
$2.19M 0.01%
37,940
+1,860
268
$2.18M 0.01%
96,821
+3,865
269
$2.17M 0.01%
31,308
-3,075
270
$2.17M 0.01%
60,672
-4,227
271
$2.13M 0.01%
50,190
-11,550
272
$2.11M 0.01%
22,955
+302
273
$2.09M 0.01%
32,687
-559
274
$2.08M 0.01%
18,950
+4,118
275
$2.07M 0.01%
9,286
+302
9 10
11
12 13