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
601
$393K ﹤0.01%
8,884
-883
602
$392K ﹤0.01%
881
+151
603
$386K ﹤0.01%
5,268
+592
604
$385K ﹤0.01%
+6,919
605
$385K ﹤0.01%
2,914
+297
606
$378K ﹤0.01%
2,155
+254
607
$377K ﹤0.01%
1,571
+373
608
$374K ﹤0.01%
187
-89
609
$372K ﹤0.01%
+8,677
610
$371K ﹤0.01%
3,272
+358
611
$370K ﹤0.01%
+1,057
612
$369K ﹤0.01%
3,460
-34
613
$368K ﹤0.01%
1,511
+64
614
$368K ﹤0.01%
2,151
615
$365K ﹤0.01%
39,064
616
$362K ﹤0.01%
+1,360
617
$357K ﹤0.01%
+2,713
618
$356K ﹤0.01%
18,679
-15,830
619
$355K ﹤0.01%
1,713
+251
620
$353K ﹤0.01%
3,282
+294
621
$353K ﹤0.01%
2,552
622
$349K ﹤0.01%
1,198
-193
623
$349K ﹤0.01%
7,703
-154
624
$347K ﹤0.01%
14,305
625
$346K ﹤0.01%
4,168
23 24
25
26 27