We are live on ! Find out more
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
676
$293K ﹤0.01%
18,206
-1,969
677
$293K ﹤0.01%
3,486
-1,827
678
$292K ﹤0.01%
10,524
-40
679
$291K ﹤0.01%
4,097
-1,307
680
$291K ﹤0.01%
13,003
+688
681
$291K ﹤0.01%
2,458
+424
682
$291K ﹤0.01%
11,545
683
$290K ﹤0.01%
6,782
+1,246
684
$290K ﹤0.01%
1,121
-1,146
685
$289K ﹤0.01%
+7,924
686
$289K ﹤0.01%
4,843
-425
687
$288K ﹤0.01%
1,165
-406
688
$288K ﹤0.01%
4,821
-1,406
689
$287K ﹤0.01%
3,270
-281
690
$286K ﹤0.01%
2,202
-159
691
$286K ﹤0.01%
4,969
-80
692
$285K ﹤0.01%
+24,219
693
$285K ﹤0.01%
6,565
+565
694
$281K ﹤0.01%
4,644
-974
695
$280K ﹤0.01%
2,550
-553
696
$280K ﹤0.01%
3,353
-841
697
$278K ﹤0.01%
4,510
+38
698
$276K ﹤0.01%
2,540
-461
699
$274K ﹤0.01%
3,394
-626
700
$273K ﹤0.01%
10,180
26 27
28
29 30