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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
776
$212K ﹤0.01%
430
-72
777
$209K ﹤0.01%
+19,205
778
$208K ﹤0.01%
4,977
-977
779
$207K ﹤0.01%
2,314
-564
780
$207K ﹤0.01%
4,070
+26
781
$206K ﹤0.01%
+5,016
782
$206K ﹤0.01%
1,975
-1,138
783
$205K ﹤0.01%
+1,848
784
$205K ﹤0.01%
+4,080
785
$205K ﹤0.01%
1,171
-494
786
$204K ﹤0.01%
2,474
-225
787
$202K ﹤0.01%
1,662
-5,600
788
$202K ﹤0.01%
+1,134
789
$202K ﹤0.01%
7,285
790
$201K ﹤0.01%
+9,848
791
$200K ﹤0.01%
+7,819
792
$199K ﹤0.01%
+7,812
793
$198K ﹤0.01%
2,587
-1,273
794
$198K ﹤0.01%
+7,703
795
$198K ﹤0.01%
+1,646
796
$197K ﹤0.01%
1,419
-103
797
$197K ﹤0.01%
+10,020
798
$197K ﹤0.01%
896
-357
799
$197K ﹤0.01%
+3,755
800
$197K ﹤0.01%
2,095
-279
30 31
32
33 34