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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
251
$2.39M 0.01%
96,657
-13
252
$2.38M 0.01%
31,203
+5,783
253
$2.37M 0.01%
38,674
+235
254
$2.36M 0.01%
42,576
+145
255
$2.34M 0.01%
18,142
-5,860
256
$2.31M 0.01%
45,531
+197
257
$2.28M 0.01%
14,080
+4,391
258
$2.26M 0.01%
7,294
-180
259
$2.25M 0.01%
18,958
+8
260
$2.23M 0.01%
18,538
+2,208
261
$2.21M 0.01%
9,220
-11,376
262
$2.19M 0.01%
49,485
-4,564
263
$2.16M 0.01%
21,590
-70
264
$2.14M 0.01%
7,599
-617
265
$2.14M 0.01%
40,962
+400
266
$2.14M 0.01%
47,928
-2,262
267
$2.13M 0.01%
90,753
-8,426
268
$2.13M 0.01%
9,422
+218
269
$2.12M 0.01%
25,342
-640
270
$2.11M 0.01%
16,758
+8,161
271
$2.11M 0.01%
22,234
-721
272
$2.11M 0.01%
14,455
-63
273
$2.09M 0.01%
31,343
+11,012
274
$2.09M 0.01%
258,593
+5
275
$2.07M 0.01%
27,389
-3,919
9 10
11
12 13