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
726
$241K ﹤0.01%
+2,265
727
$241K ﹤0.01%
2,933
+1
728
$240K ﹤0.01%
+8,633
729
$240K ﹤0.01%
2,425
+201
730
$240K ﹤0.01%
+4,116
731
$239K ﹤0.01%
1,857
-35
732
$238K ﹤0.01%
11,117
+700
733
$238K ﹤0.01%
1,759
-539
734
$238K ﹤0.01%
4,374
-56,721
735
$236K ﹤0.01%
+5,634
736
$236K ﹤0.01%
20,613
-1,441
737
$235K ﹤0.01%
2,141
-67
738
$235K ﹤0.01%
8,018
739
$234K ﹤0.01%
+7,494
740
$234K ﹤0.01%
24,196
741
$234K ﹤0.01%
+2,498
742
$234K ﹤0.01%
2,942
-21
743
$232K ﹤0.01%
+50,000
744
$229K ﹤0.01%
+428
745
$229K ﹤0.01%
+612
746
$227K ﹤0.01%
+1,440
747
$227K ﹤0.01%
1,931
748
$225K ﹤0.01%
3,168
-18
749
$225K ﹤0.01%
+2,974
750
$225K ﹤0.01%
2,699
+180
28 29
30
31 32