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
751
$225K ﹤0.01%
2,903
-194
752
$224K ﹤0.01%
5,536
-2,784
753
$223K ﹤0.01%
+1,761
754
$223K ﹤0.01%
5,954
-3,841
755
$222K ﹤0.01%
+2,110
756
$221K ﹤0.01%
+5,010
757
$221K ﹤0.01%
+2,034
758
$221K ﹤0.01%
+4,482
759
$220K ﹤0.01%
+1,135
760
$220K ﹤0.01%
8,639
761
$220K ﹤0.01%
+3,505
762
$218K ﹤0.01%
6,817
+13
763
$217K ﹤0.01%
+2,682
764
$216K ﹤0.01%
+24,990
765
$215K ﹤0.01%
8,771
+823
766
$215K ﹤0.01%
386
-4
767
$214K ﹤0.01%
+7,609
768
$214K ﹤0.01%
+4,286
769
$214K ﹤0.01%
3,959
770
$214K ﹤0.01%
1,896
-50
771
$213K ﹤0.01%
+1,696
772
$213K ﹤0.01%
+1,251
773
$213K ﹤0.01%
+1,617
774
$212K ﹤0.01%
+4,406
775
$212K ﹤0.01%
+3,608
29 30
31
32 33