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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
2726
$1.04K ﹤0.01%
+16
2727
$1.03K ﹤0.01%
+69
2728
$1.02K ﹤0.01%
+36
2729
$1.01K ﹤0.01%
+58
2730
$1K ﹤0.01%
+164
2731
$1K ﹤0.01%
+20
2732
$998 ﹤0.01%
+5
2733
$996 ﹤0.01%
+258
2734
$989 ﹤0.01%
+70
2735
$984 ﹤0.01%
+244
2736
$973 ﹤0.01%
+35
2737
$972 ﹤0.01%
+84
2738
$961 ﹤0.01%
+101
2739
$933 ﹤0.01%
+33
2740
$916 ﹤0.01%
+30
2741
$916 ﹤0.01%
+12
2742
$910 ﹤0.01%
+34
2743
$910 ﹤0.01%
+7
2744
$902 ﹤0.01%
+105
2745
$902 ﹤0.01%
+7
2746
$899 ﹤0.01%
+100
2747
$888 ﹤0.01%
+115
2748
$887 ﹤0.01%
+24
2749
$882 ﹤0.01%
+15
2750
$881 ﹤0.01%
+49
108 109
110
111 112