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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
2901
$255 ﹤0.01%
+3
2902
$252 ﹤0.01%
+13
2903
$252 ﹤0.01%
+10
2904
$252 ﹤0.01%
+8
2905
$251 ﹤0.01%
+63
2906
$250 ﹤0.01%
+5
2907
$244 ﹤0.01%
+8
2908
$244 ﹤0.01%
+63
2909
$241 ﹤0.01%
+6
2910
$240 ﹤0.01%
+24
2911
$237 ﹤0.01%
+8
2912
$237 ﹤0.01%
+50
2913
$232 ﹤0.01%
+19
2914
$232 ﹤0.01%
+4
2915
$232 ﹤0.01%
+200
2916
$228 ﹤0.01%
+23
2917
$224 ﹤0.01%
+9
2918
$224 ﹤0.01%
+47
2919
$222 ﹤0.01%
+100
2920
$218 ﹤0.01%
+6
2921
$217 ﹤0.01%
+8
2922
$214 ﹤0.01%
+4
2923
$211 ﹤0.01%
+4
2924
$209 ﹤0.01%
+4
2925
$207 ﹤0.01%
+8
115 116
117
118 119