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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
2826
$492 ﹤0.01%
+63
2827
$491 ﹤0.01%
+93
2828
$489 ﹤0.01%
+21
2829
$487 ﹤0.01%
+37
2830
$486 ﹤0.01%
+11
2831
$483 ﹤0.01%
+30
2832
$481 ﹤0.01%
+21
2833
$479 ﹤0.01%
+10
2834
$475 ﹤0.01%
+37
2835
$469 ﹤0.01%
+4
2836
$467 ﹤0.01%
+5
2837
$464 ﹤0.01%
+52
2838
$464 ﹤0.01%
+122
2839
$459 ﹤0.01%
+294
2840
$459 ﹤0.01%
+5
2841
$447 ﹤0.01%
+13
2842
$442 ﹤0.01%
+30
2843
$441 ﹤0.01%
+500
2844
$433 ﹤0.01%
+10
2845
$433 ﹤0.01%
+17
2846
$426 ﹤0.01%
+19
2847
$425 ﹤0.01%
+55
2848
$425 ﹤0.01%
+36
2849
$412 ﹤0.01%
+56
2850
$407 ﹤0.01%
+13
112 113
114
115 116