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
626
$346K ﹤0.01%
1,326
-65
627
$346K ﹤0.01%
5,123
-44,990
628
$346K ﹤0.01%
+12,922
629
$344K ﹤0.01%
7,610
+218
630
$344K ﹤0.01%
5,404
-270
631
$343K ﹤0.01%
10,564
+4,684
632
$341K ﹤0.01%
14,861
-761
633
$341K ﹤0.01%
3,551
-7,265
634
$338K ﹤0.01%
6,424
-460
635
$337K ﹤0.01%
614
-493
636
$337K ﹤0.01%
+3,448
637
$335K ﹤0.01%
1,395
-172
638
$335K ﹤0.01%
11,668
+2,698
639
$334K ﹤0.01%
1,931
-636
640
$333K ﹤0.01%
2,210
+216
641
$330K ﹤0.01%
5,276
+1,185
642
$330K ﹤0.01%
2,602
-275
643
$329K ﹤0.01%
3,264
+720
644
$329K ﹤0.01%
6,227
-134
645
$329K ﹤0.01%
4,740
-5
646
$329K ﹤0.01%
1,310
+76
647
$328K ﹤0.01%
3,103
+86
648
$327K ﹤0.01%
8,796
-2,658
649
$321K ﹤0.01%
10,729
+374
650
$320K ﹤0.01%
5,618
24 25
26
27 28