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
476
$650K ﹤0.01%
6,912
+95
477
$640K ﹤0.01%
7,910
-813
478
$640K ﹤0.01%
92,402
+603
479
$640K ﹤0.01%
+21,769
480
$637K ﹤0.01%
14,001
481
$634K ﹤0.01%
4,127
+449
482
$627K ﹤0.01%
15,142
-2,595
483
$626K ﹤0.01%
23,632
+450
484
$625K ﹤0.01%
16,823
-720
485
$624K ﹤0.01%
1,310
+91
486
$623K ﹤0.01%
1,885
+217
487
$619K ﹤0.01%
25,491
488
$616K ﹤0.01%
20,747
+3,736
489
$612K ﹤0.01%
9,913
-2,495
490
$612K ﹤0.01%
33,174
-2,324
491
$611K ﹤0.01%
8,517
-911
492
$608K ﹤0.01%
4,212
+281
493
$608K ﹤0.01%
16,359
+37
494
$603K ﹤0.01%
5,956
495
$603K ﹤0.01%
2,066
+306
496
$596K ﹤0.01%
10,538
-42
497
$594K ﹤0.01%
12,431
-11
498
$591K ﹤0.01%
10,214
-3,411
499
$588K ﹤0.01%
9,380
+325
500
$587K ﹤0.01%
+7,516
18 19
20
21 22