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
526
$532K ﹤0.01%
1,719
+348
527
$530K ﹤0.01%
11,231
-11
528
$529K ﹤0.01%
16,541
+42
529
$525K ﹤0.01%
71,831
530
$524K ﹤0.01%
2,814
+1,204
531
$519K ﹤0.01%
8,436
-366
532
$518K ﹤0.01%
11,570
+257
533
$513K ﹤0.01%
10,730
-2,887
534
$511K ﹤0.01%
1,313
+712
535
$508K ﹤0.01%
1,550
-129
536
$507K ﹤0.01%
2,319
-1,219
537
$504K ﹤0.01%
3,920
-60
538
$502K ﹤0.01%
1,241
+353
539
$496K ﹤0.01%
20,278
+1,545
540
$494K ﹤0.01%
1,183
+1
541
$492K ﹤0.01%
2,754
+690
542
$492K ﹤0.01%
2,862
+85
543
$490K ﹤0.01%
7,063
+67
544
$489K ﹤0.01%
6,061
545
$488K ﹤0.01%
609
-10
546
$487K ﹤0.01%
23,846
-2,003
547
$486K ﹤0.01%
22,750
548
$483K ﹤0.01%
7,557
+29
549
$482K ﹤0.01%
7,099
-28
550
$478K ﹤0.01%
+11,524
20 21
22
23 24