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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
2851
$405 ﹤0.01%
+24
2852
$402 ﹤0.01%
+7
2853
$399 ﹤0.01%
+4
2854
$395 ﹤0.01%
+59
2855
$390 ﹤0.01%
+139
2856
$389 ﹤0.01%
+32
2857
$382 ﹤0.01%
+200
2858
$381 ﹤0.01%
+10
2859
$371 ﹤0.01%
+24
2860
$369 ﹤0.01%
+60
2861
$368 ﹤0.01%
+13
2862
$364 ﹤0.01%
+31
2863
$360 ﹤0.01%
+24
2864
$356 ﹤0.01%
+11
2865
$353 ﹤0.01%
+21
2866
$347 ﹤0.01%
+73
2867
$343 ﹤0.01%
+81
2868
$342 ﹤0.01%
+8
2869
$338 ﹤0.01%
+3
2870
$336 ﹤0.01%
+12
2871
$336 ﹤0.01%
+30
2872
$334 ﹤0.01%
+5
2873
$333 ﹤0.01%
+40
2874
$329 ﹤0.01%
+57
2875
$329 ﹤0.01%
+20
113 114
115
116 117