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
426
$825K ﹤0.01%
20,012
+3,660
427
$824K ﹤0.01%
79,500
428
$810K ﹤0.01%
1,927
+949
429
$805K ﹤0.01%
27,340
+8,293
430
$800K ﹤0.01%
36,879
+2,445
431
$800K ﹤0.01%
9,946
+156
432
$798K ﹤0.01%
215
-22
433
$795K ﹤0.01%
4,336
+1,799
434
$791K ﹤0.01%
3,928
+176
435
$787K ﹤0.01%
3,992
-850
436
$767K ﹤0.01%
5,950
+362
437
$763K ﹤0.01%
8,382
-2,217
438
$762K ﹤0.01%
5,750
-421
439
$756K ﹤0.01%
2,001
+100
440
$753K ﹤0.01%
7,633
-3,192
441
$747K ﹤0.01%
10,257
-1,755
442
$746K ﹤0.01%
11,953
-114
443
$744K ﹤0.01%
6,926
+719
444
$740K ﹤0.01%
5,106
+356
445
$738K ﹤0.01%
+9,709
446
$736K ﹤0.01%
10,696
+80
447
$735K ﹤0.01%
2,349
+150
448
$732K ﹤0.01%
14,122
-817
449
$725K ﹤0.01%
23,626
+592
450
$719K ﹤0.01%
8,912
-290
16 17
18
19 20