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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
901
$144K ﹤0.01%
+2,927
902
$144K ﹤0.01%
1,852
-830
903
$144K ﹤0.01%
4,983
-2,626
904
$143K ﹤0.01%
+582
905
$143K ﹤0.01%
+1,181
906
$143K ﹤0.01%
+4,037
907
$142K ﹤0.01%
455
-963
908
$142K ﹤0.01%
+7,505
909
$142K ﹤0.01%
+603
910
$142K ﹤0.01%
+197
911
$141K ﹤0.01%
+1,960
912
$141K ﹤0.01%
+8,611
913
$136K ﹤0.01%
+877
914
$136K ﹤0.01%
+2,374
915
$136K ﹤0.01%
1,617
-1,053
916
$135K ﹤0.01%
+1,968
917
$135K ﹤0.01%
+5,008
918
$135K ﹤0.01%
+6,802
919
$133K ﹤0.01%
+719
920
$132K ﹤0.01%
+7,763
921
$132K ﹤0.01%
+1,095
922
$131K ﹤0.01%
+687
923
$131K ﹤0.01%
+975
924
$131K ﹤0.01%
+4,590
925
$131K ﹤0.01%
+3,184
35 36
37
38 39