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
801
– –
-8,485
802
– –
-50,396
803
– –
-7,172
804
– –
-651
805
– –
-1,421
806
– –
-2,810
807
– –
-1,764
808
– –
-4,324
809
– –
-987
810
– –
-1,648
811
– –
-50,043
812
– –
-10,146
813
– –
-2,622
814
– –
-4,279
815
– –
-1,712
816
– –
-11,132
817
– –
-6,246
818
– –
-1,129
819
– –
-2,396
820
– –
-4,927
821
– –
-963
822
– –
-10,065
823
– –
-4,600
824
– –
-35,966
825
– –
-4,955
30 31 32
33
34