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
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$40.8M
3
+$25.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$22.2M
5
CME icon
CME Group
CME
+$19.6M

Top Sells

1
+$82.9M
2
+$77.3M
3
+$40.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$38.7M
5
AAPL icon
Apple
AAPL
+$30.9M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.06M 0.01%
9,204
-409
277
$2.05M 0.01%
21,660
-448
278
$2.03M 0.01%
40,562
+826
279
$2.02M 0.01%
12,701
+831
280
$2.02M 0.01%
25,982
-3,162
281
$1.95M 0.01%
+25,420
282
$1.94M 0.01%
14,514
+1,091
283
$1.93M 0.01%
1,056
-169
284
$1.9M 0.01%
27,108
+75
285
$1.87M 0.01%
27,092
+1,208
286
$1.86M 0.01%
35,760
-2,458
287
$1.86M 0.01%
38,796
288
$1.85M 0.01%
12,732
+177
289
$1.85M 0.01%
2,348
+283
290
$1.83M 0.01%
32,201
+24,928
291
$1.82M 0.01%
14,754
+3,208
292
$1.82M 0.01%
9,626
-2,316
293
$1.81M 0.01%
22,224
+472
294
$1.78M 0.01%
16,330
+32
295
$1.77M 0.01%
127,095
+31,872
296
$1.74M 0.01%
5,240
-166
297
$1.72M 0.01%
35,361
+1,420
298
$1.71M 0.01%
15,203
+5,477
299
$1.7M 0.01%
11,144
+85
300
$1.7M 0.01%
70,740
10 11
12
13 14