We are live on ! Find out more
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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.55B
2
+$638M
3
+$599M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$489M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$402M

Top Sells

1
+$10.1M
2
+$5.2M
3
+$3.35M
4
OKE icon
Oneok
OKE
+$3.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.7M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$15.1K ﹤0.01%
10,050
777
$14.7K ﹤0.01%
15,151
778
$11.4K ﹤0.01%
10,045
779
$9.2K ﹤0.01%
60,076
780
$5.04K ﹤0.01%
719
+65
781
$4.48K ﹤0.01%
823
782
– –
-147,547
783
– –
-35,000
784
– –
-12,638
785
– –
-2,090
786
– –
-5,498
787
– –
-40,788
788
– –
-110,330
789
– –
-8,730
790
– –
-4,125
791
– –
-3,463
792
– –
-1,586
793
– –
-4,977
794
– –
-1,365
795
– –
-565
796
– –
-973
797
– –
-3,132
798
– –
-1,549
799
– –
-90,000
800
– –
-17,474
30 31
32
33 34