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
376
$1.06M 0.01%
4,259
+13
377
$1.04M 0.01%
180
-6
378
$1.03M 0.01%
9,928
-340
379
$1.03M 0.01%
25,654
-4,770
380
$1.03M 0.01%
19,686
-26,533
381
$1.02M 0.01%
6,572
-11
382
$1.01M 0.01%
6,603
-166
383
$1.01M 0.01%
479,518
+81,144
384
$1.01M 0.01%
11,871
-58
385
$1M 0.01%
8,400
-12,126
386
$986K 0.01%
6,685
+114
387
$983K 0.01%
12,167
+280
388
$980K 0.01%
6,513
-126
389
$979K 0.01%
8,256
-490
390
$977K 0.01%
3,371
-385
391
$968K 0.01%
22,128
392
$966K 0.01%
8,597
-941
393
$964K 0.01%
7,606
394
$964K 0.01%
10,170
-12,100
395
$961K 0.01%
7,262
-8,380
396
$960K 0.01%
1,310
+56
397
$952K 0.01%
3,999
-219
398
$951K 0.01%
29,135
-31,705
399
$945K 0.01%
20,073
-3,472
400
$944K 0.01%
86,426
-38,462
14 15
16
17 18