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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
2751
$880 ﹤0.01%
+100
2752
$877 ﹤0.01%
+7
2753
$859 ﹤0.01%
+14
2754
$858 ﹤0.01%
+31
2755
$844 ﹤0.01%
+100
2756
$835 ﹤0.01%
+5
2757
$832 ﹤0.01%
+206
2758
$826 ﹤0.01%
+200
2759
$821 ﹤0.01%
+74
2760
$814 ﹤0.01%
+22
2761
$813 ﹤0.01%
+16
2762
$792 ﹤0.01%
+27
2763
$788 ﹤0.01%
+100
2764
$783 ﹤0.01%
+46
2765
$780 ﹤0.01%
+43
2766
$780 ﹤0.01%
+25
2767
$769 ﹤0.01%
+59
2768
$756 ﹤0.01%
+22
2769
$748 ﹤0.01%
+530
2770
$747 ﹤0.01%
+90
2771
$733 ﹤0.01%
+10
2772
$727 ﹤0.01%
+39
2773
$726 ﹤0.01%
+30
2774
$722 ﹤0.01%
+100
2775
$722 ﹤0.01%
+28
109 110
111
112 113