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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
651
$311K ﹤0.01%
1,049
-12
652
$310K ﹤0.01%
2,587
-327
653
$310K ﹤0.01%
4,180
-68
654
$309K ﹤0.01%
2,315
-287
655
$309K ﹤0.01%
+9,608
656
$308K ﹤0.01%
3,153
+163
657
$308K ﹤0.01%
914
-66
658
$308K ﹤0.01%
2,642
-71
659
$308K ﹤0.01%
9,452
-2,216
660
$308K ﹤0.01%
+5,008
661
$307K ﹤0.01%
3,559
-30
662
$305K ﹤0.01%
942
-371
663
$304K ﹤0.01%
2,304
-155
664
$303K ﹤0.01%
2,946
665
$301K ﹤0.01%
8,092
-299
666
$300K ﹤0.01%
4,091
+543
667
$299K ﹤0.01%
2,984
+1
668
$299K ﹤0.01%
1,714
-376
669
$298K ﹤0.01%
1,263
-450
670
$298K ﹤0.01%
1,404
671
$297K ﹤0.01%
+5,489
672
$296K ﹤0.01%
1,827
-328
673
$296K ﹤0.01%
469
-145
674
$294K ﹤0.01%
6,360
-694
675
$294K ﹤0.01%
10,188
-107
25 26
27
28 29