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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
326
$1.44M 0.01%
59,085
+3,613
327
$1.44M 0.01%
31,938
+1,435
328
$1.42M 0.01%
18,675
-994
329
$1.41M 0.01%
12,035
+16
330
$1.39M 0.01%
21,959
-3,404
331
$1.38M 0.01%
6,614
+438
332
$1.38M 0.01%
5,578
-660
333
$1.37M 0.01%
8,214
-6,540
334
$1.37M 0.01%
21,911
+4,829
335
$1.37M 0.01%
2,000
-348
336
$1.36M 0.01%
2,766
+357
337
$1.34M 0.01%
4,875
-435
338
$1.33M 0.01%
4,698
+1,327
339
$1.32M 0.01%
45,354
-71
340
$1.31M 0.01%
95,415
341
$1.3M 0.01%
5,284
+1,285
342
$1.3M 0.01%
21,016
+8
343
$1.27M 0.01%
+26,645
344
$1.26M 0.01%
26,540
+8
345
$1.26M 0.01%
10,488
-1,310
346
$1.25M 0.01%
3,538
-625
347
$1.22M 0.01%
18,606
+491
348
$1.21M 0.01%
17,415
-19,041
349
$1.21M 0.01%
38,589
-22,083
350
$1.21M 0.01%
14,932
+6,020
12 13
14
15 16