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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
851
$169K ﹤0.01%
2,823
-301
852
$169K ﹤0.01%
+1,883
853
$168K ﹤0.01%
+1,909
854
$168K ﹤0.01%
+678
855
$167K ﹤0.01%
2,785
-720
856
$166K ﹤0.01%
+1,903
857
$166K ﹤0.01%
+3,803
858
$165K ﹤0.01%
+5,035
859
$164K ﹤0.01%
+2,180
860
$164K ﹤0.01%
+1,955
861
$164K ﹤0.01%
+1,893
862
$164K ﹤0.01%
+3,538
863
$163K ﹤0.01%
+2,702
864
$163K ﹤0.01%
14,315
-72,111
865
$163K ﹤0.01%
6,983
-7,878
866
$162K ﹤0.01%
+3,453
867
$162K ﹤0.01%
+2,448
868
$160K ﹤0.01%
+6,395
869
$159K ﹤0.01%
+1,616
870
$159K ﹤0.01%
+4,217
871
$159K ﹤0.01%
+702
872
$159K ﹤0.01%
+135
873
$159K ﹤0.01%
477
-308
874
$158K ﹤0.01%
16,687
875
$157K ﹤0.01%
20,730
+420
33 34
35
36 37