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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$52M
3
+$45.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$41.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$26.8M

Top Sells

1
+$19.2M
2
+$8.65M
3
+$4.65M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.32M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.95M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$239K 0.01%
+3,119
627
$238K 0.01%
23,161
628
$236K 0.01%
1,223
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629
$236K 0.01%
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631
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632
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633
$230K 0.01%
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$230K 0.01%
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635
$228K 0.01%
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636
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639
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640
$223K 0.01%
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641
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642
$223K 0.01%
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646
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7,377
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648
$218K 0.01%
+4,103
649
$218K 0.01%
+1,032
650
$217K 0.01%
+11,548
24 25
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