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
51
$39M 0.22%
177,948
+866
52
$37.8M 0.21%
272,482
-6,788
53
$37.4M 0.21%
236,689
+40,863
54
$36.1M 0.2%
270,978
-2,412
55
$36.1M 0.2%
717,475
-799,449
56
$36.1M 0.2%
851,789
+61,085
57
$35.4M 0.2%
384,394
-10,604
58
$34.1M 0.19%
503,388
+21,416
59
$33.5M 0.19%
95,528
-6
60
$32.8M 0.18%
412,619
-319,128
61
$32.5M 0.18%
182,947
-1,702
62
$32.3M 0.18%
261,290
-3,770
63
$31.5M 0.18%
285,670
-227,612
64
$31M 0.17%
63,760
-1,969
65
$30M 0.17%
100,473
+20,198
66
$29.4M 0.17%
618,907
+1,380
67
$29.2M 0.16%
102,622
-13,326
68
$28.9M 0.16%
148,808
-70,118
69
$26M 0.15%
439,424
-614
70
$26M 0.15%
170,094
-11,262
71
$25.2M 0.14%
186,316
+75,632
72
$23.8M 0.13%
1,000,692
-3,226
73
$23.6M 0.13%
183,440
-233,070
74
$23M 0.13%
79,379
+2,051
75
$22.7M 0.13%
142,490
+16
1 2
3
4 5