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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
601
$381K ﹤0.01%
6,656
-2,016
602
$379K ﹤0.01%
7,516
-187
603
$379K ﹤0.01%
7,979
-905
604
$378K ﹤0.01%
3,127
+185
605
$378K ﹤0.01%
+3,256
606
$375K ﹤0.01%
2,343
+412
607
$374K ﹤0.01%
15,091
-397
608
$373K ﹤0.01%
2,340
-414
609
$370K ﹤0.01%
9,446
-3,018
610
$370K ﹤0.01%
3,709
+261
611
$369K ﹤0.01%
9,741
612
$367K ﹤0.01%
4,360
-506
613
$364K ﹤0.01%
2,091
-771
614
$362K ﹤0.01%
4,168
615
$359K ﹤0.01%
3,253
-359
616
$358K ﹤0.01%
8,796
617
$358K ﹤0.01%
332
-125
618
$357K ﹤0.01%
1,394
-1
619
$357K ﹤0.01%
1,169
-141
620
$354K ﹤0.01%
6,800
-119
621
$354K ﹤0.01%
3,291
-169
622
$350K ﹤0.01%
1,096
623
$349K ﹤0.01%
7,342
-268
624
$348K ﹤0.01%
3,717
+49
625
$348K ﹤0.01%
14,305
23 24
25
26 27