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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
426
$824K ﹤0.01%
4,767
-1,429
427
$822K ﹤0.01%
12,643
-5,727
428
$821K ﹤0.01%
33,745
+8,254
429
$821K ﹤0.01%
11,693
+808
430
$817K ﹤0.01%
1,971
-30
431
$812K ﹤0.01%
6,230
-216
432
$811K ﹤0.01%
5,544
-1,028
433
$805K ﹤0.01%
10,961
+704
434
$792K ﹤0.01%
11,725
-228
435
$791K ﹤0.01%
6,707
-8,523
436
$790K ﹤0.01%
10,330
+2,064
437
$785K ﹤0.01%
2,810
-550
438
$781K ﹤0.01%
182
-33
439
$780K ﹤0.01%
1,564
-666
440
$779K ﹤0.01%
17,856
+1,116
441
$773K ﹤0.01%
9,384
-562
442
$766K ﹤0.01%
21,476
+2
443
$766K ﹤0.01%
85,152
-7,250
444
$760K ﹤0.01%
7,963
-334
445
$751K ﹤0.01%
4,565
-1,948
446
$749K ﹤0.01%
17,636
-10,314
447
$749K ﹤0.01%
8,254
-128
448
$748K ﹤0.01%
1,549
-617
449
$744K ﹤0.01%
16,263
-3,749
450
$740K ﹤0.01%
39,064
16 17
18
19 20