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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
26
$106M 0.56%
357,202
-6,960
27
$104M 0.54%
1,111,466
-25,398
28
$104M 0.54%
972,604
-240,986
29
$101M 0.53%
1,351,676
+2,286
30
$97.4M 0.51%
831,584
-41,616
31
$84.7M 0.44%
141,025
+12,529
32
$82.9M 0.43%
2,627,858
+16,955
33
$82.3M 0.43%
230,857
-2,305
34
$80.9M 0.42%
2,113,202
+13,686
35
$78.7M 0.41%
2,165,300
-17,437
36
$75M 0.39%
359,466
+2,360
37
$73.7M 0.39%
1,457,611
+160,148
38
$72M 0.38%
1,438,742
-244,928
39
$71.6M 0.37%
820,116
+17,084
40
$69.3M 0.36%
2,538,625
+74,642
41
$67.7M 0.35%
820,387
-24,022
42
$63.7M 0.33%
174,426
-1,494
43
$63.2M 0.33%
1,895,236
-13,334
44
$62.2M 0.33%
794,573
+1,936
45
$62.2M 0.33%
1,299,739
+36,193
46
$60.9M 0.32%
225,273
-175
47
$58.6M 0.31%
716,309
+519,096
48
$50.6M 0.26%
367,560
+184,120
49
$50.1M 0.26%
971,488
-11,598
50
$47.9M 0.25%
197,930
-1,040
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