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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
3026
$17 ﹤0.01%
+891
3027
$15 ﹤0.01%
+1
3028
$12 ﹤0.01%
+1
3029
– –
0
3030
$12 ﹤0.01%
+1
3031
$11 ﹤0.01%
+7
3032
$11 ﹤0.01%
+1
3033
$11 ﹤0.01%
+5
3034
$10 ﹤0.01%
+1
3035
$10 ﹤0.01%
+1
3036
– –
0
3037
$8 ﹤0.01%
+2
3038
$8 ﹤0.01%
+1
3039
$6 ﹤0.01%
+2
3040
$6 ﹤0.01%
+2
3041
$5 ﹤0.01%
+2
3042
$4 ﹤0.01%
+2
3043
$3 ﹤0.01%
+1
3044
$3 ﹤0.01%
+1
3045
– –
0
3046
– –
0
3047
– –
0
3048
– –
0
3049
$1 ﹤0.01%
+1
3050
$1 ﹤0.01%
+2
119 120 121
122
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