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
301
$1.69M 0.01%
16,258
+847
302
$1.68M 0.01%
3,586
+282
303
$1.68M 0.01%
2,228
+436
304
$1.67M 0.01%
15,230
-348
305
$1.66M 0.01%
6,238
+219
306
$1.66M 0.01%
34,558
+16,726
307
$1.66M 0.01%
39,267
+1,293
308
$1.64M 0.01%
72,632
-5,114
309
$1.63M 0.01%
258,588
310
$1.61M 0.01%
4,163
+284
311
$1.61M 0.01%
8,768
+68
312
$1.6M 0.01%
8,754
+342
313
$1.59M 0.01%
25,363
-4,931
314
$1.57M 0.01%
6,865
+29
315
$1.57M 0.01%
18,418
-546
316
$1.57M 0.01%
19,727
-816
317
$1.55M 0.01%
+193,045
318
$1.54M 0.01%
15,470
+922
319
$1.54M 0.01%
20,331
320
$1.53M 0.01%
5,446
+16
321
$1.52M 0.01%
95,415
322
$1.49M 0.01%
6,583
+1,099
323
$1.49M 0.01%
14,518
+878
324
$1.48M 0.01%
51,658
325
$1.48M 0.01%
7,125
+19
11 12
13
14 15