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
651
$316K ﹤0.01%
3,668
-85
652
$315K ﹤0.01%
1,739
-130
653
$314K ﹤0.01%
2,361
-896
654
$313K ﹤0.01%
7,054
+413
655
$312K ﹤0.01%
4,247
+541
656
$312K ﹤0.01%
7,425
+365
657
$309K ﹤0.01%
11,610
-111
658
$308K ﹤0.01%
+2,090
659
$306K ﹤0.01%
+12,634
660
$306K ﹤0.01%
8,391
-15
661
$304K ﹤0.01%
8,270
+5
662
$304K ﹤0.01%
967
+4
663
$302K ﹤0.01%
4,021
+17
664
$299K ﹤0.01%
+3,113
665
$298K ﹤0.01%
+9,741
666
$297K ﹤0.01%
+1,363
667
$297K ﹤0.01%
3,860
+738
668
$297K ﹤0.01%
2,681
+437
669
$297K ﹤0.01%
+1,061
670
$296K ﹤0.01%
3,112
+173
671
$295K ﹤0.01%
3,001
-499
672
$294K ﹤0.01%
785
-6
673
$294K ﹤0.01%
20,175
+1,002
674
$293K ﹤0.01%
1,939
+52
675
$292K ﹤0.01%
2,946
25 26
27
28 29