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
501
$583K ﹤0.01%
5,855
+6
502
$581K ﹤0.01%
18,882
503
$579K ﹤0.01%
2,985
+97
504
$579K ﹤0.01%
754
-47
505
$567K ﹤0.01%
2,161
-1,596
506
$567K ﹤0.01%
7,275
+696
507
$562K ﹤0.01%
3,130
-252
508
$562K ﹤0.01%
5,313
+475
509
$559K ﹤0.01%
6,728
-160
510
$557K ﹤0.01%
9,860
-3,170
511
$557K ﹤0.01%
6,988
-1,272
512
$554K ﹤0.01%
51,037
-213,745
513
$552K ﹤0.01%
9,121
-872
514
$551K ﹤0.01%
4,248
+42
515
$551K ﹤0.01%
4,552
+423
516
$551K ﹤0.01%
2,267
+902
517
$548K ﹤0.01%
1,040
+352
518
$548K ﹤0.01%
4,601
519
$548K ﹤0.01%
48,537
-1,015
520
$548K ﹤0.01%
30,213
+5,905
521
$542K ﹤0.01%
+8,266
522
$540K ﹤0.01%
48,536
-6,538
523
$540K ﹤0.01%
6,282
-10
524
$539K ﹤0.01%
+28,614
525
$537K ﹤0.01%
23,804
+246
19 20
21
22 23