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
26
$102M 0.57%
1,136,864
+12,948
27
$101M 0.57%
364,162
-8,866
28
$99.4M 0.56%
1,349,390
-87,608
29
$92.7M 0.52%
218,300
-1,938
30
$92M 0.52%
448,471
-153,044
31
$83.2M 0.47%
233,162
-54,970
32
$82.6M 0.46%
1,683,670
+315,276
33
$78.8M 0.44%
2,099,516
+31,960
34
$75.6M 0.42%
2,610,903
+13,242
35
$75.5M 0.42%
2,182,737
-55,742
36
$70.9M 0.4%
128,496
-3,671
37
$69.6M 0.39%
357,106
+2,842
38
$67M 0.38%
803,032
-38,040
39
$66.1M 0.37%
2,463,983
+16,609
40
$65.7M 0.37%
1,297,463
+31,395
41
$65.3M 0.37%
844,409
-10,165
42
$62.1M 0.35%
225,448
+72,244
43
$60M 0.34%
1,263,546
+19,554
44
$59.7M 0.34%
175,920
+2,042
45
$57.6M 0.32%
792,637
-45,573
46
$57.5M 0.32%
1,908,570
+17,274
47
$49.5M 0.28%
491,543
-530
48
$47.5M 0.27%
478,908
-51,770
49
$44.1M 0.25%
494,688
-23,474
50
$42.9M 0.24%
198,970
-37,974
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