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
776
$212K ﹤0.01%
108,183
777
$212K ﹤0.01%
1,522
+26
778
$211K ﹤0.01%
+1,253
779
$211K ﹤0.01%
+1,305
780
$211K ﹤0.01%
+6,232
781
$210K ﹤0.01%
4,872
+351
782
$210K ﹤0.01%
2,826
-3,471
783
$208K ﹤0.01%
2,780
-1,407
784
$208K ﹤0.01%
+3,124
785
$207K ﹤0.01%
+922
786
$207K ﹤0.01%
+2,670
787
$206K ﹤0.01%
+7,470
788
$205K ﹤0.01%
4,044
-545
789
$205K ﹤0.01%
10,295
-3,142
790
$204K ﹤0.01%
+1,271
791
$204K ﹤0.01%
+3,110
792
$204K ﹤0.01%
+3,688
793
$203K ﹤0.01%
+5,070
794
$203K ﹤0.01%
+561
795
$202K ﹤0.01%
+490
796
$201K ﹤0.01%
+814
797
$200K ﹤0.01%
+942
798
$200K ﹤0.01%
2,639
+68
799
$200K ﹤0.01%
+1,714
800
$200K ﹤0.01%
11,146
-1,880
30 31
32
33 34