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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
451
$740K ﹤0.01%
3,425
-1,075
452
$739K ﹤0.01%
5,226
-524
453
$736K ﹤0.01%
13,803
-5,883
454
$728K ﹤0.01%
1,593
-88
455
$728K ﹤0.01%
5,856
-94
456
$727K ﹤0.01%
1,183
457
$726K ﹤0.01%
36,843
-36
458
$721K ﹤0.01%
5,324
-209
459
$710K ﹤0.01%
11,609
+1,749
460
$708K ﹤0.01%
10,559
-1,676
461
$702K ﹤0.01%
3,866
462
$697K ﹤0.01%
9,174
+262
463
$696K ﹤0.01%
21,769
464
$695K ﹤0.01%
4,848
-258
465
$694K ﹤0.01%
2,229
-177
466
$684K ﹤0.01%
2,115
-234
467
$681K ﹤0.01%
12,789
468
$677K ﹤0.01%
14,528
+527
469
$676K ﹤0.01%
16,823
470
$673K ﹤0.01%
21,295
-2,331
471
$673K ﹤0.01%
13,288
+857
472
$671K ﹤0.01%
13,572
-626
473
$671K ﹤0.01%
16,806
+447
474
$670K ﹤0.01%
6,716
-196
475
$666K ﹤0.01%
7,062
-332
17 18
19
20 21