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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
801
$196K ﹤0.01%
4,750
-260
802
$196K ﹤0.01%
3,445
-243
803
$195K ﹤0.01%
148
-34
804
$195K ﹤0.01%
1,473
-223
805
$194K ﹤0.01%
1,442
-319
806
$194K ﹤0.01%
+6,109
807
$193K ﹤0.01%
+5,000
808
$193K ﹤0.01%
+10,000
809
$192K ﹤0.01%
+8,019
810
$191K ﹤0.01%
+70,000
811
$190K ﹤0.01%
10,060
-1,057
812
$190K ﹤0.01%
1,011
-728
813
$190K ﹤0.01%
+3,035
814
$189K ﹤0.01%
1,334
+29
815
$188K ﹤0.01%
1,537
-527
816
$187K ﹤0.01%
3,164
-1,169
817
$186K ﹤0.01%
5,267
-2,227
818
$185K ﹤0.01%
6,526
-2,107
819
$185K ﹤0.01%
+4,420
820
$184K ﹤0.01%
1,609
-501
821
$184K ﹤0.01%
+5,766
822
$183K ﹤0.01%
18,550
823
$183K ﹤0.01%
+6,341
824
$182K ﹤0.01%
+2,930
825
$182K ﹤0.01%
4,265
-607
31 32
33
34 35