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
401
$938K 0.01%
3,198
+1,752
402
$936K 0.01%
39,904
+2,996
403
$933K 0.01%
71,585
-534
404
$933K 0.01%
25,621
+8,047
405
$932K 0.01%
+7,874
406
$932K 0.01%
3,417
407
$927K 0.01%
10,282
+37
408
$925K 0.01%
2,289
+217
409
$923K 0.01%
4,674
-113
410
$909K 0.01%
12,235
-1,080
411
$905K 0.01%
5,253
-2,274
412
$899K 0.01%
3,360
-219
413
$897K 0.01%
1,284
+36
414
$892K 0.01%
8,142
-359
415
$881K 0.01%
2,166
+112
416
$878K ﹤0.01%
7,231
-100
417
$876K ﹤0.01%
6,921
-4,105
418
$875K ﹤0.01%
7,584
+121
419
$873K ﹤0.01%
19,987
-16,541
420
$867K ﹤0.01%
9,667
+1,917
421
$855K ﹤0.01%
1,681
-116
422
$847K ﹤0.01%
2,406
-12
423
$841K ﹤0.01%
5,065
-1,208
424
$840K ﹤0.01%
+61,664
425
$837K ﹤0.01%
8,297
-101
15 16
17
18 19