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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
2776
$709 ﹤0.01%
+12
2777
$704 ﹤0.01%
+10
2778
$697 ﹤0.01%
+60
2779
$688 ﹤0.01%
+51
2780
$685 ﹤0.01%
+25
2781
$682 ﹤0.01%
+20
2782
$680 ﹤0.01%
+6
2783
$679 ﹤0.01%
+6
2784
$673 ﹤0.01%
+172
2785
$673 ﹤0.01%
+53
2786
$673 ﹤0.01%
+17
2787
$672 ﹤0.01%
+16
2788
$671 ﹤0.01%
+100
2789
$670 ﹤0.01%
+58
2790
$662 ﹤0.01%
+12
2791
$653 ﹤0.01%
+15
2792
$651 ﹤0.01%
+13
2793
$617 ﹤0.01%
+8
2794
$613 ﹤0.01%
+34
2795
$608 ﹤0.01%
+20
2796
$603 ﹤0.01%
+7
2797
$599 ﹤0.01%
+35
2798
$596 ﹤0.01%
+8
2799
$590 ﹤0.01%
+34
2800
$585 ﹤0.01%
+14
110 111
112
113 114