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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
726
$250K ﹤0.01%
3,115
+335
727
$250K ﹤0.01%
+4,938
728
$250K ﹤0.01%
+1,802
729
$249K ﹤0.01%
888
-79
730
$249K ﹤0.01%
1,723
-36
731
$248K ﹤0.01%
3,608
732
$246K ﹤0.01%
1,303
-137
733
$245K ﹤0.01%
+5,296
734
$244K ﹤0.01%
15,147
+2,896
735
$244K ﹤0.01%
24,196
736
$243K ﹤0.01%
8,599
+91
737
$241K ﹤0.01%
+1,880
738
$240K ﹤0.01%
2,366
-746
739
$239K ﹤0.01%
1,931
740
$235K ﹤0.01%
47,498
741
$235K ﹤0.01%
8,018
742
$235K ﹤0.01%
1,198
-1,616
743
$235K ﹤0.01%
50,000
744
$234K ﹤0.01%
+1,784
745
$234K ﹤0.01%
11,146
746
$233K ﹤0.01%
+5,328
747
$232K ﹤0.01%
1,551
-66
748
$232K ﹤0.01%
+10,044
749
$232K ﹤0.01%
5,647
-585
750
$232K ﹤0.01%
2,453
-198
28 29
30
31 32