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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
876
$155K ﹤0.01%
+769
877
$154K ﹤0.01%
+4,950
878
$154K ﹤0.01%
720
-769
879
$154K ﹤0.01%
+2,678
880
$153K ﹤0.01%
+3,429
881
$152K ﹤0.01%
+5,846
882
$152K ﹤0.01%
+1,202
883
$151K ﹤0.01%
+2,177
884
$150K ﹤0.01%
+1,768
885
$150K ﹤0.01%
+1,014
886
$149K ﹤0.01%
+1,067
887
$149K ﹤0.01%
+2,600
888
$149K ﹤0.01%
+2,596
889
$149K ﹤0.01%
+3,240
890
$148K ﹤0.01%
+3,041
891
$148K ﹤0.01%
+1,327
892
$148K ﹤0.01%
562
-679
893
$147K ﹤0.01%
+341
894
$147K ﹤0.01%
+2,188
895
$147K ﹤0.01%
+3,577
896
$146K ﹤0.01%
+2,978
897
$145K ﹤0.01%
+528
898
$145K ﹤0.01%
+6,370
899
$144K ﹤0.01%
+2,800
900
$144K ﹤0.01%
629
-3,929
34 35
36
37 38