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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
701
$271K ﹤0.01%
22,500
702
$270K ﹤0.01%
4,433
-49
703
$269K ﹤0.01%
1,625
-927
704
$268K ﹤0.01%
1,652
-287
705
$268K ﹤0.01%
+9,935
706
$268K ﹤0.01%
3,348
-899
707
$267K ﹤0.01%
14,678
708
$266K ﹤0.01%
893
-66
709
$265K ﹤0.01%
3,811
-1,312
710
$265K ﹤0.01%
3,734
-128
711
$265K ﹤0.01%
+4,719
712
$265K ﹤0.01%
+4,737
713
$265K ﹤0.01%
5,935
+5
714
$264K ﹤0.01%
19,287
715
$261K ﹤0.01%
2,204
-61
716
$261K ﹤0.01%
3,090
-1,026
717
$260K ﹤0.01%
1,222
-29
718
$258K ﹤0.01%
2,938
+5
719
$258K ﹤0.01%
+4,190
720
$257K ﹤0.01%
9,225
+454
721
$257K ﹤0.01%
2,561
-403
722
$256K ﹤0.01%
1,513
-344
723
$254K ﹤0.01%
1,778
-75
724
$254K ﹤0.01%
3,248
+345
725
$251K ﹤0.01%
1,337
+66
27 28
29
30 31