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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
376
$1.08M 0.01%
6,259
-344
377
$1.08M 0.01%
9,422
-506
378
$1.08M 0.01%
4,578
-194
379
$1.08M 0.01%
30,442
-6,418
380
$1.07M 0.01%
5,800
-1,325
381
$1.06M 0.01%
13,850
+7,710
382
$1.06M 0.01%
21,488
+1,501
383
$1.05M 0.01%
23,094
+10,216
384
$1.05M 0.01%
11,931
-236
385
$1.04M 0.01%
1,375
+91
386
$1.03M 0.01%
7,586
-814
387
$1.03M 0.01%
50,862
+22,248
388
$1.03M 0.01%
22,128
389
$1.02M 0.01%
15,427
-107
390
$1.02M 0.01%
76,138
+4,553
391
$1.02M 0.01%
2,066
-77
392
$1.01M 0.01%
103,380
+56,288
393
$1.01M 0.01%
10,290
-2,083
394
$1.01M 0.01%
3,417
395
$998K 0.01%
10,130
+2,568
396
$989K 0.01%
20,005
-6,558
397
$985K 0.01%
3,141
-5,905
398
$976K 0.01%
12,169
+2,460
399
$973K 0.01%
7,176
-430
400
$967K 0.01%
2,765
-2,475
14 15
16
17 18