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
451
$717K ﹤0.01%
+5,533
452
$713K ﹤0.01%
6,446
+216
453
$712K ﹤0.01%
4,808
+493
454
$707K ﹤0.01%
21,474
+7,900
455
$705K ﹤0.01%
7,141
+778
456
$700K ﹤0.01%
12,464
+609
457
$695K ﹤0.01%
11,128
-7,560
458
$694K ﹤0.01%
4,184
-8,148
459
$690K ﹤0.01%
15,911
-4,397
460
$690K ﹤0.01%
7,562
-83
461
$689K ﹤0.01%
14,703
+117
462
$683K ﹤0.01%
16,740
-5,114
463
$681K ﹤0.01%
7,256
-1,844
464
$680K ﹤0.01%
7,803
+191
465
$676K ﹤0.01%
+12,789
466
$675K ﹤0.01%
1,171
+186
467
$675K ﹤0.01%
14,198
468
$674K ﹤0.01%
8,912
+1,643
469
$672K ﹤0.01%
13,166
-4,817
470
$669K ﹤0.01%
8,556
-1,823
471
$658K ﹤0.01%
6,263
472
$656K ﹤0.01%
7,394
-50
473
$656K ﹤0.01%
10,885
+3,387
474
$655K ﹤0.01%
3,866
475
$654K ﹤0.01%
2,961
-85
17 18
19
20 21