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
576
$426K ﹤0.01%
3,513
-3,490
577
$426K ﹤0.01%
4,332
+10
578
$425K ﹤0.01%
+1,418
579
$424K ﹤0.01%
8,672
-1,673
580
$423K ﹤0.01%
5,892
+8
581
$423K ﹤0.01%
4,194
+65
582
$422K ﹤0.01%
2,965
583
$422K ﹤0.01%
5,655
-331
584
$419K ﹤0.01%
4,541
+5
585
$419K ﹤0.01%
4,011
-782
586
$418K ﹤0.01%
3,506
-3,540
587
$416K ﹤0.01%
8,975
-711
588
$411K ﹤0.01%
1,334
+171
589
$409K ﹤0.01%
457
+105
590
$409K ﹤0.01%
8,308
-320
591
$409K ﹤0.01%
6,618
-121
592
$406K ﹤0.01%
6,129
+70
593
$405K ﹤0.01%
+25,084
594
$405K ﹤0.01%
389
+25
595
$403K ﹤0.01%
5,317
+746
596
$402K ﹤0.01%
3,397
-1,526
597
$401K ﹤0.01%
7,680
598
$401K ﹤0.01%
484
+64
599
$399K ﹤0.01%
3,612
-1,015
600
$398K ﹤0.01%
15,488
-1,179
22 23
24
25 26