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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
2801
$582 ﹤0.01%
+25
2802
$573 ﹤0.01%
+2
2803
$569 ﹤0.01%
+11
2804
$568 ﹤0.01%
+46
2805
$566 ﹤0.01%
+19
2806
$566 ﹤0.01%
+15
2807
$562 ﹤0.01%
+19
2808
$560 ﹤0.01%
+12
2809
$557 ﹤0.01%
+100
2810
$555 ﹤0.01%
+500
2811
$553 ﹤0.01%
+350
2812
$552 ﹤0.01%
+224
2813
$549 ﹤0.01%
+19
2814
$546 ﹤0.01%
+32
2815
$544 ﹤0.01%
+17
2816
$543 ﹤0.01%
+3
2817
$541 ﹤0.01%
+12
2818
$535 ﹤0.01%
+8
2819
$534 ﹤0.01%
+23
2820
$529 ﹤0.01%
+58
2821
$526 ﹤0.01%
+4
2822
$512 ﹤0.01%
+10
2823
$508 ﹤0.01%
+6
2824
$502 ﹤0.01%
+13
2825
$501 ﹤0.01%
+41
111 112
113
114 115