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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
751
$229K ﹤0.01%
108,183
752
$229K ﹤0.01%
+2,504
753
$228K ﹤0.01%
+3,651
754
$225K ﹤0.01%
922
755
$225K ﹤0.01%
1,986
-155
756
$223K ﹤0.01%
+5,325
757
$223K ﹤0.01%
574
-31
758
$223K ﹤0.01%
3,825
-134
759
$222K ﹤0.01%
561
760
$221K ﹤0.01%
+17,999
761
$221K ﹤0.01%
1,992
-689
762
$221K ﹤0.01%
928
-132
763
$220K ﹤0.01%
8,639
764
$220K ﹤0.01%
2,620
-206
765
$220K ﹤0.01%
+865
766
$218K ﹤0.01%
+2,210
767
$217K ﹤0.01%
+277
768
$216K ﹤0.01%
942
769
$215K ﹤0.01%
+2,093
770
$215K ﹤0.01%
7,470
771
$215K ﹤0.01%
3,785
-501
772
$214K ﹤0.01%
3,183
-2,093
773
$213K ﹤0.01%
2,844
-324
774
$212K ﹤0.01%
978
-385
775
$212K ﹤0.01%
4,406
29 30
31
32 33