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
676
$291K ﹤0.01%
+2,375
677
$291K ﹤0.01%
3,966
-47
678
$291K ﹤0.01%
11,545
679
$290K ﹤0.01%
2,257
-63,064
680
$288K ﹤0.01%
2,983
681
$287K ﹤0.01%
4,099
-70
682
$287K ﹤0.01%
6,000
683
$284K ﹤0.01%
2,459
+23
684
$283K ﹤0.01%
19,287
-225
685
$282K ﹤0.01%
3,862
-323
686
$281K ﹤0.01%
+5,869
687
$281K ﹤0.01%
+1,096
688
$280K ﹤0.01%
2,064
+379
689
$278K ﹤0.01%
+8,235
690
$278K ﹤0.01%
5,049
-1,278
691
$277K ﹤0.01%
182
+22
692
$275K ﹤0.01%
+12,315
693
$274K ﹤0.01%
+12,633
694
$274K ﹤0.01%
+13,145
695
$274K ﹤0.01%
4,020
+548
696
$274K ﹤0.01%
3,249
+265
697
$273K ﹤0.01%
+1,665
698
$272K ﹤0.01%
10,180
699
$272K ﹤0.01%
2,964
-734
700
$267K ﹤0.01%
4,472
+43
26 27
28
29 30