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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
351
$1.21M 0.01%
10,897
-336
352
$1.21M 0.01%
10,822
-294
353
$1.2M 0.01%
803
-253
354
$1.18M 0.01%
16,542
-919
355
$1.18M 0.01%
7,643
+958
356
$1.18M 0.01%
10,246
-2,904
357
$1.18M 0.01%
1,231
-997
358
$1.17M 0.01%
6,887
-1,740
359
$1.17M 0.01%
38,647
+1,703
360
$1.17M 0.01%
5,808
-816
361
$1.16M 0.01%
25,467
-2,206
362
$1.16M 0.01%
25,719
-32,443
363
$1.16M 0.01%
15,370
-2,908
364
$1.15M 0.01%
26,720
+1,066
365
$1.14M 0.01%
18,820
-19,120
366
$1.13M 0.01%
34,493
367
$1.12M 0.01%
13,163
-3,205
368
$1.12M 0.01%
12,180
-620
369
$1.11M 0.01%
11,072
-12,532
370
$1.1M 0.01%
8,570
+696
371
$1.09M 0.01%
7,636
+4,437
372
$1.09M 0.01%
10,702
-2,719
373
$1.09M 0.01%
11,755
-116
374
$1.09M 0.01%
4,182
-77
375
$1.08M 0.01%
4,882
+890
13 14
15
16 17