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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
2876
$324 ﹤0.01%
+9
2877
$322 ﹤0.01%
+39
2878
$319 ﹤0.01%
+58
2879
$318 ﹤0.01%
+300
2880
$314 ﹤0.01%
+200
2881
$304 ﹤0.01%
+30
2882
$300 ﹤0.01%
+19
2883
$295 ﹤0.01%
+10
2884
$293 ﹤0.01%
+45
2885
$292 ﹤0.01%
+114
2886
$292 ﹤0.01%
+1,060
2887
$289 ﹤0.01%
+5
2888
$289 ﹤0.01%
+44
2889
$288 ﹤0.01%
+80
2890
$287 ﹤0.01%
+4
2891
$285 ﹤0.01%
+6
2892
$285 ﹤0.01%
+11
2893
$283 ﹤0.01%
+5
2894
$280 ﹤0.01%
+17
2895
$279 ﹤0.01%
+7
2896
$273 ﹤0.01%
+17
2897
$270 ﹤0.01%
+1
2898
$268 ﹤0.01%
+4
2899
$265 ﹤0.01%
+51
2900
$260 ﹤0.01%
+200
114 115
116
117 118