WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$11M
3
+$8.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.51M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.28M

Top Sells

1
+$12.2M
2
+$5.39M
3
+$1.73M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.65M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.12M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$228K 0.01%
+1,193
277
$227K 0.01%
2,203
-179
278
$221K 0.01%
+14,415
279
$220K 0.01%
1,138
-22
280
$219K 0.01%
9,441
+208
281
$217K 0.01%
+1,275
282
$217K 0.01%
+1,518
283
$217K 0.01%
3,356
+173
284
$217K 0.01%
+1,896
285
$216K 0.01%
+1,851
286
$216K 0.01%
1,562
+93
287
$216K 0.01%
+6,112
288
$215K 0.01%
+1,022
289
$214K 0.01%
+7,640
290
$214K 0.01%
+672
291
$213K 0.01%
+2,823
292
$212K 0.01%
+3,852
293
$211K 0.01%
+4,679
294
$211K 0.01%
+4,592
295
$210K 0.01%
+23,161
296
$209K 0.01%
+8,570
297
$207K 0.01%
+1,664
298
$207K 0.01%
+523
299
$207K 0.01%
18,245
300
$206K 0.01%
+3,328
10 11
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