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
551
$478K ﹤0.01%
6,455
-2
552
$476K ﹤0.01%
8,420
+260
553
$475K ﹤0.01%
1,563
+165
554
$474K ﹤0.01%
1,682
+12
555
$474K ﹤0.01%
6,452
-1,128
556
$474K ﹤0.01%
4,605
557
$469K ﹤0.01%
20,525
-1,531
558
$464K ﹤0.01%
2,348
+99
559
$464K ﹤0.01%
4,083
-170
560
$463K ﹤0.01%
1,319
-263
561
$460K ﹤0.01%
14,016
-1,095
562
$458K ﹤0.01%
2,095
-271
563
$450K ﹤0.01%
13,158
+119
564
$448K ﹤0.01%
4,626
+1,886
565
$446K ﹤0.01%
6,140
+119
566
$442K ﹤0.01%
5,426
+162
567
$440K ﹤0.01%
2,619
-188
568
$439K ﹤0.01%
21,115
569
$434K ﹤0.01%
48,787
570
$433K ﹤0.01%
+47,092
571
$431K ﹤0.01%
12,878
-8,864
572
$430K ﹤0.01%
4,866
+6
573
$430K ﹤0.01%
+3,199
574
$429K ﹤0.01%
14,375
-265
575
$427K ﹤0.01%
1,734
21 22
23
24 25