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
326
$1.48M 0.01%
6,592
327
$1.46M 0.01%
9,504
+91
328
$1.46M 0.01%
15,989
+1,139
329
$1.44M 0.01%
13,150
+2,455
330
$1.43M 0.01%
5,310
-537
331
$1.42M 0.01%
10,652
+225
332
$1.38M 0.01%
16,368
-2,077
333
$1.37M 0.01%
9,689
+162
334
$1.36M 0.01%
19,669
+491
335
$1.35M 0.01%
55,472
-1
336
$1.32M 0.01%
30,503
+1,498
337
$1.32M 0.01%
26,563
-3,340
338
$1.3M 0.01%
12,019
+15
339
$1.28M 0.01%
21,008
+8
340
$1.28M 0.01%
11,798
-76
341
$1.27M 0.01%
56,567
-60,715
342
$1.26M 0.01%
2,230
+180
343
$1.26M 0.01%
18,278
+1,728
344
$1.26M 0.01%
45,425
+824
345
$1.26M 0.01%
2,873
+429
346
$1.24M 0.01%
25,257
+885
347
$1.24M 0.01%
11,233
+8,046
348
$1.23M 0.01%
6,624
+281
349
$1.23M 0.01%
9,425
-4,065
350
$1.23M 0.01%
17,461
+743
12 13
14
15 16