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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
826
$181K ﹤0.01%
16,201
827
$181K ﹤0.01%
+1,074
828
$181K ﹤0.01%
11,089
829
$180K ﹤0.01%
6,387
-430
830
$179K ﹤0.01%
1,961
-464
831
$179K ﹤0.01%
+4,029
832
$178K ﹤0.01%
910
-225
833
$177K ﹤0.01%
15,280
-759
834
$177K ﹤0.01%
+882
835
$176K ﹤0.01%
1,776
-120
836
$176K ﹤0.01%
+899
837
$176K ﹤0.01%
+11,792
838
$176K ﹤0.01%
+1,553
839
$175K ﹤0.01%
+3,916
840
$175K ﹤0.01%
1,446
-268
841
$175K ﹤0.01%
+814
842
$174K ﹤0.01%
641
-173
843
$173K ﹤0.01%
443
-438
844
$173K ﹤0.01%
+2,368
845
$172K ﹤0.01%
2,349
-761
846
$172K ﹤0.01%
+2,372
847
$172K ﹤0.01%
+3,500
848
$172K ﹤0.01%
+679
849
$171K ﹤0.01%
+2,302
850
$170K ﹤0.01%
4,387
-3,883
32 33
34
35 36