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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
401
$952K 0.01%
39,908
+4
402
$947K 0.01%
2,244
-629
403
$944K ﹤0.01%
26,578
-2,557
404
$937K ﹤0.01%
5,008
-245
405
$933K ﹤0.01%
8,657
-1,625
406
$927K ﹤0.01%
9,203
+5,939
407
$918K ﹤0.01%
6,361
-560
408
$913K ﹤0.01%
8,896
-3,434
409
$912K ﹤0.01%
13,768
+2,640
410
$910K ﹤0.01%
4,719
-346
411
$904K ﹤0.01%
3,830
-382
412
$902K ﹤0.01%
386
-44
413
$896K ﹤0.01%
7,474
-782
414
$894K ﹤0.01%
11,496
+2,940
415
$880K ﹤0.01%
7,898
-244
416
$871K ﹤0.01%
27,343
+3
417
$869K ﹤0.01%
18,271
-1,802
418
$860K ﹤0.01%
8,858
-1,312
419
$855K ﹤0.01%
6,986
-245
420
$854K ﹤0.01%
2,955
-243
421
$851K ﹤0.01%
3,965
+37
422
$849K ﹤0.01%
4,135
-5,151
423
$848K ﹤0.01%
+17,550
424
$829K ﹤0.01%
24,932
-689
425
$827K ﹤0.01%
6,684
-457
15 16
17
18 19