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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
51
$44.4M 0.23%
182,307
-640
52
$43.7M 0.23%
478,140
-16,548
53
$43.2M 0.23%
231,518
-5,171
54
$39.4M 0.21%
279,422
+8,444
55
$38.9M 0.2%
273,026
+544
56
$38M 0.2%
829,947
-21,842
57
$37.9M 0.2%
172,564
-5,384
58
$37.7M 0.2%
390,216
+5,822
59
$36.9M 0.19%
499,962
-3,426
60
$36.7M 0.19%
366,262
-112,646
61
$36.7M 0.19%
96,742
+1,214
62
$34.4M 0.18%
265,512
+4,222
63
$34M 0.18%
425,750
+13,131
64
$33.6M 0.18%
278,216
-7,454
65
$33.2M 0.17%
660,003
-57,472
66
$32.8M 0.17%
160,934
+12,126
67
$31.9M 0.17%
63,392
-368
68
$30.7M 0.16%
639,712
+20,805
69
$29.9M 0.16%
101,726
-896
70
$27.7M 0.14%
405,854
+333,897
71
$26.7M 0.14%
183,190
-3,126
72
$26.2M 0.14%
429,442
-9,982
73
$25.8M 0.13%
1,002,272
+1,580
74
$25.7M 0.13%
135,261
+27,207
75
$24.8M 0.13%
310,818
+24,628
1 2
3
4 5