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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
276
$2.05M 0.01%
4,105
-3,703
277
$2.03M 0.01%
479,518
278
$2.02M 0.01%
38,796
279
$1.99M 0.01%
25,972
-20,497
280
$1.97M 0.01%
32,566
-307
281
$1.96M 0.01%
11,786
-915
282
$1.93M 0.01%
24,116
-1,422
283
$1.89M 0.01%
7,987
-1,545
284
$1.87M 0.01%
9,374
-252
285
$1.86M 0.01%
226,486
+33,441
286
$1.85M 0.01%
1,509
-1,527
287
$1.84M 0.01%
32,232
+31
288
$1.82M 0.01%
70,740
289
$1.79M 0.01%
15,890
-368
290
$1.77M 0.01%
11,435
+291
291
$1.77M 0.01%
56,158
+37,479
292
$1.75M 0.01%
39,215
-52
293
$1.75M 0.01%
9,505
-1,900
294
$1.75M 0.01%
6,256
-327
295
$1.74M 0.01%
13,026
-21,728
296
$1.73M 0.01%
542,759
297
$1.71M 0.01%
15,691
-298
298
$1.68M 0.01%
2,984
-3,153
299
$1.67M 0.01%
18,693
+275
300
$1.67M 0.01%
72,727
+95
10 11
12
13 14