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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
576
$420K ﹤0.01%
2,186
-775
577
$419K ﹤0.01%
3,506
578
$419K ﹤0.01%
61,664
579
$418K ﹤0.01%
1,317
-402
580
$418K ﹤0.01%
6,129
581
$414K ﹤0.01%
2,922
+547
582
$414K ﹤0.01%
+35,006
583
$414K ﹤0.01%
8,308
584
$411K ﹤0.01%
2,870
+372
585
$410K ﹤0.01%
3,351
-46
586
$409K ﹤0.01%
3,912
-99
587
$408K ﹤0.01%
2,599
-20
588
$408K ﹤0.01%
8,683
-292
589
$407K ﹤0.01%
1,264
-1,025
590
$404K ﹤0.01%
563
+79
591
$404K ﹤0.01%
2,151
592
$403K ﹤0.01%
8,213
-2,001
593
$400K ﹤0.01%
5,915
+260
594
$399K ﹤0.01%
704
-467
595
$392K ﹤0.01%
1,467
-96
596
$391K ﹤0.01%
2,319
-2,017
597
$387K ﹤0.01%
4,434
-1,627
598
$384K ﹤0.01%
1,247
-79
599
$384K ﹤0.01%
25,084
600
$382K ﹤0.01%
+1,550
22 23
24
25 26