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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
301
$1.67M 0.01%
34,558
302
$1.66M 0.01%
4,795
-6,235
303
$1.65M 0.01%
19,815
+88
304
$1.65M 0.01%
5,461
+15
305
$1.65M 0.01%
5,045
+1,094
306
$1.64M 0.01%
8,786
+4,602
307
$1.63M 0.01%
29,388
+2,296
308
$1.61M 0.01%
15,064
-61,886
309
$1.61M 0.01%
32,972
-2,389
310
$1.6M 0.01%
9,388
-116
311
$1.6M 0.01%
6,592
312
$1.59M 0.01%
21,760
-464
313
$1.58M 0.01%
12,456
-276
314
$1.57M 0.01%
3,301
-285
315
$1.57M 0.01%
46,714
-9,853
316
$1.56M 0.01%
7,639
-1,115
317
$1.56M 0.01%
108,200
-18,895
318
$1.53M 0.01%
51,658
319
$1.52M 0.01%
13,768
+7,505
320
$1.52M 0.01%
9,988
+5,180
321
$1.51M 0.01%
7,610
+2,936
322
$1.51M 0.01%
6,824
-41
323
$1.46M 0.01%
8,800
-625
324
$1.45M 0.01%
7,301
-8,328
325
$1.45M 0.01%
8,678
-90
11 12
13
14 15