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
351
$1.23M 0.01%
2,409
+75
352
$1.2M 0.01%
36,860
-4,359
353
$1.19M 0.01%
12,330
+605
354
$1.19M 0.01%
27,673
-2,960
355
$1.17M 0.01%
11,116
+268
356
$1.17M 0.01%
6,176
+575
357
$1.16M 0.01%
8,627
-3,211
358
$1.16M 0.01%
26,532
+3,874
359
$1.15M 0.01%
12,373
-17,573
360
$1.15M 0.01%
17,082
+2,166
361
$1.15M 0.01%
18,115
+91
362
$1.14M 0.01%
2,143
-10
363
$1.14M 0.01%
13,421
-1,086
364
$1.13M 0.01%
15,534
-324
365
$1.12M 0.01%
4,558
+3,555
366
$1.12M 0.01%
430
+80
367
$1.12M 0.01%
18,370
+4,470
368
$1.12M 0.01%
36,944
-2,500
369
$1.11M 0.01%
12,800
-135
370
$1.1M 0.01%
2,033
+362
371
$1.1M 0.01%
3,951
+2,943
372
$1.1M 0.01%
27,950
-2,668
373
$1.08M 0.01%
4,772
+151
374
$1.08M 0.01%
6,196
+821
375
$1.07M 0.01%
34,493
+18,325
13 14
15
16 17