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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
501
$574K ﹤0.01%
743
-567
502
$571K ﹤0.01%
23,804
503
$570K ﹤0.01%
6,120
-608
504
$569K ﹤0.01%
5,830
-1,096
505
$566K ﹤0.01%
1,661
-405
506
$565K ﹤0.01%
13,343
-673
507
$564K ﹤0.01%
2,960
-170
508
$554K ﹤0.01%
4,403
-198
509
$554K ﹤0.01%
2,802
-183
510
$552K ﹤0.01%
6,209
-73
511
$547K ﹤0.01%
31,865
+1,652
512
$543K ﹤0.01%
778
+24
513
$542K ﹤0.01%
6,492
+3,518
514
$539K ﹤0.01%
5,730
-125
515
$530K ﹤0.01%
5,129
+524
516
$530K ﹤0.01%
3,920
517
$529K ﹤0.01%
7,852
-665
518
$529K ﹤0.01%
8,220
-216
519
$528K ﹤0.01%
7,101
+2
520
$528K ﹤0.01%
+21,078
521
$527K ﹤0.01%
4,061
-22
522
$525K ﹤0.01%
22,883
-749
523
$523K ﹤0.01%
22,750
524
$523K ﹤0.01%
26,756
+6,143
525
$521K ﹤0.01%
1,166
-867
19 20
21
22 23