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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
926
$130K ﹤0.01%
100,000
-4,250
927
$130K ﹤0.01%
+939
928
$129K ﹤0.01%
+819
929
$129K ﹤0.01%
+5,937
930
$129K ﹤0.01%
+2,191
931
$129K ﹤0.01%
+371
932
$128K ﹤0.01%
+3,801
933
$128K ﹤0.01%
+2,809
934
$127K ﹤0.01%
+836
935
$126K ﹤0.01%
+670
936
$126K ﹤0.01%
+2,223
937
$126K ﹤0.01%
+1,226
938
$125K ﹤0.01%
+1,440
939
$125K ﹤0.01%
+362
940
$124K ﹤0.01%
+4,703
941
$124K ﹤0.01%
10,335
+317
942
$124K ﹤0.01%
+1,493
943
$123K ﹤0.01%
+2,054
944
$123K ﹤0.01%
+2,323
945
$123K ﹤0.01%
181,601
-5,686
946
$123K ﹤0.01%
3,585
-4,650
947
$123K ﹤0.01%
+3,745
948
$123K ﹤0.01%
+2,196
949
$123K ﹤0.01%
+1,249
950
$123K ﹤0.01%
+2,787
36 37
38
39 40