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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
2976
$119 ﹤0.01%
+3
2977
$119 ﹤0.01%
+6
2978
$107 ﹤0.01%
+14
2979
$105 ﹤0.01%
+7
2980
$102 ﹤0.01%
+9
2981
$101 ﹤0.01%
+1
2982
$100 ﹤0.01%
+1
2983
$97 ﹤0.01%
+5
2984
$96 ﹤0.01%
+4
2985
– –
0
2986
$92 ﹤0.01%
+3
2987
$91 ﹤0.01%
+4
2988
$91 ﹤0.01%
+9
2989
$90 ﹤0.01%
+2
2990
$90 ﹤0.01%
+9
2991
$89 ﹤0.01%
+10
2992
$88 ﹤0.01%
+10
2993
$85 ﹤0.01%
+4,500
2994
$84 ﹤0.01%
+5
2995
$82 ﹤0.01%
+11
2996
$81 ﹤0.01%
+65
2997
$79 ﹤0.01%
+16
2998
$79 ﹤0.01%
+40
2999
$75 ﹤0.01%
+2
3000
$73 ﹤0.01%
+3
118 119
120
121 122