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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
2951
$163 ﹤0.01%
+15
2952
$160 ﹤0.01%
+3
2953
$159 ﹤0.01%
+2
2954
$159 ﹤0.01%
+6
2955
$157 ﹤0.01%
+58
2956
$157 ﹤0.01%
+5
2957
$156 ﹤0.01%
+9
2958
$155 ﹤0.01%
+14
2959
$154 ﹤0.01%
+6
2960
$153 ﹤0.01%
+2
2961
$153 ﹤0.01%
+14
2962
$149 ﹤0.01%
+88
2963
$148 ﹤0.01%
+6
2964
$147 ﹤0.01%
+1
2965
$142 ﹤0.01%
+55
2966
$142 ﹤0.01%
+15
2967
$140 ﹤0.01%
+2
2968
$138 ﹤0.01%
+40
2969
$136 ﹤0.01%
+1,740
2970
$134 ﹤0.01%
+50
2971
$134 ﹤0.01%
+6
2972
$133 ﹤0.01%
+1
2973
$131 ﹤0.01%
+2
2974
$121 ﹤0.01%
+100
2975
$120 ﹤0.01%
+4
117 118
119
120 121