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
701
$267K ﹤0.01%
5,265
-2,897
702
$265K ﹤0.01%
+980
703
$263K ﹤0.01%
2,374
+260
704
$263K ﹤0.01%
+2,651
705
$261K ﹤0.01%
923
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706
$261K ﹤0.01%
2,990
-249
707
$260K ﹤0.01%
22,500
708
$260K ﹤0.01%
14,678
709
$258K ﹤0.01%
1,060
+60
710
$258K ﹤0.01%
502
-65
711
$257K ﹤0.01%
2,878
+479
712
$255K ﹤0.01%
1,853
+246
713
$253K ﹤0.01%
3,548
-1,219
714
$252K ﹤0.01%
+3,589
715
$252K ﹤0.01%
1,050
-406
716
$251K ﹤0.01%
6,000
717
$251K ﹤0.01%
1,489
+270
718
$251K ﹤0.01%
47,498
719
$250K ﹤0.01%
8,508
-2,300
720
$246K ﹤0.01%
605
+12
721
$245K ﹤0.01%
959
-40
722
$245K ﹤0.01%
7,285
723
$244K ﹤0.01%
4,333
-792
724
$244K ﹤0.01%
+1,404
725
$242K ﹤0.01%
5,930
-731
27 28
29
30 31