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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
626
$347K ﹤0.01%
12,922
627
$346K ﹤0.01%
7,316
-109
628
$346K ﹤0.01%
1,715
-604
629
$343K ﹤0.01%
+13,546
630
$336K ﹤0.01%
176
-11
631
$334K ﹤0.01%
9,699
-1,030
632
$332K ﹤0.01%
5,033
-393
633
$330K ﹤0.01%
4,740
634
$329K ﹤0.01%
+4,555
635
$326K ﹤0.01%
+20,000
636
$326K ﹤0.01%
342
-47
637
$324K ﹤0.01%
490
638
$321K ﹤0.01%
660
-380
639
$321K ﹤0.01%
3,864
-102
640
$320K ﹤0.01%
912
-422
641
$320K ﹤0.01%
4,027
+6
642
$318K ﹤0.01%
8,491
-186
643
$315K ﹤0.01%
4,094
-5
644
$315K ﹤0.01%
11,671
+61
645
$313K ﹤0.01%
670
+284
646
$313K ﹤0.01%
3,019
-263
647
$312K ﹤0.01%
2,257
648
$312K ﹤0.01%
3,467
-1,850
649
$312K ﹤0.01%
5,423
+1,049
650
$311K ﹤0.01%
1,003
-195
24 25
26
27 28