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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
3001
$70 ﹤0.01%
+1
3002
$70 ﹤0.01%
+1
3003
$69 ﹤0.01%
+4
3004
$69 ﹤0.01%
+20
3005
$66 ﹤0.01%
+20
3006
$65 ﹤0.01%
+15
3007
$62 ﹤0.01%
+14
3008
$61 ﹤0.01%
+2
3009
$53 ﹤0.01%
+6
3010
$51 ﹤0.01%
+3
3011
$50 ﹤0.01%
+1
3012
$46 ﹤0.01%
+13
3013
$46 ﹤0.01%
+2
3014
$44 ﹤0.01%
+7
3015
$39 ﹤0.01%
+1
3016
$36 ﹤0.01%
+15
3017
$34 ﹤0.01%
+1
3018
$30 ﹤0.01%
+8
3019
$29 ﹤0.01%
+15
3020
$29 ﹤0.01%
+21
3021
$27 ﹤0.01%
+18
3022
$24 ﹤0.01%
+4
3023
– –
0
3024
$17 ﹤0.01%
+1
3025
$17 ﹤0.01%
+1
119 120
121
122 123