WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$40.8M
3
+$25.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$22.2M
5
CME icon
CME Group
CME
+$19.6M

Top Sells

1
+$82.9M
2
+$77.3M
3
+$40.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$38.7M
5
AAPL icon
Apple
AAPL
+$30.9M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22.2M 0.12%
286,190
+228,560
77
$20.8M 0.12%
293,348
+468
78
$20.7M 0.12%
70,066
+12,114
79
$19.8M 0.11%
26,841
+2,627
80
$19.6M 0.11%
108,054
+34,124
81
$18.3M 0.1%
186,880
+16,864
82
$18.2M 0.1%
49,688
+2,288
83
$17.7M 0.1%
97,180
+50,672
84
$17.4M 0.1%
132,914
-20,352
85
$17.2M 0.1%
120,310
-6,712
86
$16.5M 0.09%
835,348
-70,262
87
$16.5M 0.09%
93,448
+9,346
88
$16M 0.09%
87,780
-64,617
89
$16M 0.09%
52,517
+604
90
$15.6M 0.09%
15,799
+312
91
$15.6M 0.09%
76,078
-922
92
$15.1M 0.08%
+197,213
93
$15M 0.08%
139,153
-3,889
94
$14.2M 0.08%
149,058
+7,261
95
$13.7M 0.08%
48,040
-1,199
96
$13M 0.07%
16,634
-64
97
$12.8M 0.07%
40,256
+5,166
98
$12.6M 0.07%
45,807
+2,645
99
$12.3M 0.07%
62,742
-11,610
100
$12.2M 0.07%
181,452
+1,457
2 3
4
5 6