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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
476
$665K ﹤0.01%
20,747
477
$664K ﹤0.01%
9,928
+7,289
478
$658K ﹤0.01%
5,956
479
$657K ﹤0.01%
14,150
-553
480
$654K ﹤0.01%
6,914
-2,753
481
$653K ﹤0.01%
12,947
-1,175
482
$642K ﹤0.01%
6,744
-512
483
$641K ﹤0.01%
15,210
+68
484
$638K ﹤0.01%
9,563
-1,133
485
$622K ﹤0.01%
6,531
-1,272
486
$619K ﹤0.01%
10,538
487
$618K ﹤0.01%
2,154
-7
488
$610K ﹤0.01%
1,445
-105
489
$608K ﹤0.01%
+13,148
490
$608K ﹤0.01%
6,775
-858
491
$605K ﹤0.01%
7,718
-192
492
$601K ﹤0.01%
7,200
+3,951
493
$597K ﹤0.01%
11,678
-1,488
494
$597K ﹤0.01%
8,860
-261
495
$597K ﹤0.01%
3,352
-775
496
$594K ﹤0.01%
9,480
+100
497
$588K ﹤0.01%
6,637
-351
498
$581K ﹤0.01%
31,269
-1,905
499
$580K ﹤0.01%
1,162
-148
500
$577K ﹤0.01%
10,852
-718
18 19
20
21 22