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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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$11M
3
+$8.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.51M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.28M

Top Sells

1
+$12.2M
2
+$5.39M
3
+$1.73M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.65M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.12M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$37K ﹤0.01%
13,114
-1,188
327
$18K ﹤0.01%
20,800
328
– –
-769
329
– –
-1,371
330
– –
-28,415
331
– –
-5,805
332
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-1,186
333
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-8,090
334
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-472
335
– –
-18,067
336
– –
-40,000
337
– –
-2,087
338
– –
-20,000
339
– –
-1
340
– –
-1,445
341
– –
-5,929
342
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-3,524
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