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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
551
$475K ﹤0.01%
1,734
552
$474K ﹤0.01%
52,057
+3,270
553
$473K ﹤0.01%
9,816
-914
554
$472K ﹤0.01%
13,158
555
$472K ﹤0.01%
5,827
-65
556
$469K ﹤0.01%
484
-125
557
$464K ﹤0.01%
4,497
-44
558
$461K ﹤0.01%
39,780
-8,756
559
$455K ﹤0.01%
21,115
560
$455K ﹤0.01%
14,376
+1
561
$454K ﹤0.01%
7,519
+1,650
562
$454K ﹤0.01%
1,696
+773
563
$453K ﹤0.01%
3,535
-1,017
564
$450K ﹤0.01%
13,145
565
$448K ﹤0.01%
7,623
-797
566
$440K ﹤0.01%
5,747
-705
567
$435K ﹤0.01%
1,910
-185
568
$433K ﹤0.01%
2,965
569
$432K ﹤0.01%
+7,597
570
$430K ﹤0.01%
6,524
-94
571
$429K ﹤0.01%
7,680
572
$424K ﹤0.01%
3,059
-454
573
$424K ﹤0.01%
1,804
+293
574
$423K ﹤0.01%
926
-1,001
575
$423K ﹤0.01%
+2,392
21 22
23
24 25