We are live on ! Find out more
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
951
$123K ﹤0.01%
+257
952
$122K ﹤0.01%
66,212
953
$122K ﹤0.01%
+993
954
$122K ﹤0.01%
+1,093
955
$122K ﹤0.01%
4,061
-1,573
956
$122K ﹤0.01%
+1,849
957
$122K ﹤0.01%
+3,810
958
$121K ﹤0.01%
+1,624
959
$121K ﹤0.01%
+2,645
960
$120K ﹤0.01%
2,369
-2,896
961
$120K ﹤0.01%
+2,817
962
$120K ﹤0.01%
+4,639
963
$119K ﹤0.01%
+1,515
964
$118K ﹤0.01%
+4,977
965
$118K ﹤0.01%
+2,845
966
$117K ﹤0.01%
+2,673
967
$117K ﹤0.01%
+482
968
$117K ﹤0.01%
+1,212
969
$116K ﹤0.01%
+391
970
$116K ﹤0.01%
+711
971
$116K ﹤0.01%
+4,560
972
$116K ﹤0.01%
+3,385
973
$115K ﹤0.01%
43,025
974
$115K ﹤0.01%
+892
975
$114K ﹤0.01%
+2,556
37 38
39
40 41