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
826
$70.8K ﹤0.01%
13,993
+1,508
827
$69.9K ﹤0.01%
44,834
828
$54.6K ﹤0.01%
+6,000
829
$49.6K ﹤0.01%
+10,025
830
$39.2K ﹤0.01%
+10,150
831
$33.5K ﹤0.01%
10,828
+335
832
$29.8K ﹤0.01%
10,140
-920
833
$28.2K ﹤0.01%
10,853
+298
834
$27.2K ﹤0.01%
28,134
835
$24.8K ﹤0.01%
11,645
+260
836
$21.7K ﹤0.01%
10,000
-50
837
$20.6K ﹤0.01%
15,151
838
$8.52K ﹤0.01%
10,045
839
– –
-7,542
840
– –
-2,669
841
– –
-6,921
842
– –
-5,714
843
– –
-2,063
844
– –
-3,028
845
– –
-12,766
846
– –
-5,790
847
– –
-12,185
848
– –
-33,850
849
– –
-2,816
850
– –
-1,722
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