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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
2926
$207 ﹤0.01%
+10
2927
$201 ﹤0.01%
+21
2928
$199 ﹤0.01%
+1
2929
$198 ﹤0.01%
+16
2930
$194 ﹤0.01%
+11
2931
$192 ﹤0.01%
+2
2932
$191 ﹤0.01%
+1
2933
$190 ﹤0.01%
+4
2934
$187 ﹤0.01%
+4
2935
$185 ﹤0.01%
+3
2936
$184 ﹤0.01%
+9
2937
$181 ﹤0.01%
+115
2938
$177 ﹤0.01%
+15
2939
$177 ﹤0.01%
+20
2940
$175 ﹤0.01%
+12
2941
$174 ﹤0.01%
+8
2942
$174 ﹤0.01%
+20
2943
$174 ﹤0.01%
+4
2944
$174 ﹤0.01%
+7
2945
$172 ﹤0.01%
+1
2946
$170 ﹤0.01%
+7
2947
$168 ﹤0.01%
+7
2948
$165 ﹤0.01%
+31
2949
$164 ﹤0.01%
+4
2950
$163 ﹤0.01%
+5
116 117
118
119 120