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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
526
$519K ﹤0.01%
2,904
-368
527
$516K ﹤0.01%
+20,634
528
$515K ﹤0.01%
6,296
-767
529
$514K ﹤0.01%
42,962
-8,075
530
$512K ﹤0.01%
71,831
531
$512K ﹤0.01%
18,794
-1,484
532
$512K ﹤0.01%
23,744
-102
533
$504K ﹤0.01%
+38,328
534
$504K ﹤0.01%
9,754
-1,770
535
$503K ﹤0.01%
1,492
+435
536
$498K ﹤0.01%
20,525
537
$497K ﹤0.01%
6,621
+166
538
$492K ﹤0.01%
18,882
539
$490K ﹤0.01%
15,746
-795
540
$489K ﹤0.01%
12,472
-3,439
541
$489K ﹤0.01%
+3,280
542
$489K ﹤0.01%
1,792
+110
543
$484K ﹤0.01%
+3,875
544
$483K ﹤0.01%
4,632
+6
545
$482K ﹤0.01%
7,262
-2,651
546
$479K ﹤0.01%
11,269
+38
547
$478K ﹤0.01%
2,153
-195
548
$478K ﹤0.01%
1,657
-228
549
$477K ﹤0.01%
6,620
-655
550
$477K ﹤0.01%
5,813
-611
20 21
22
23 24