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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
76
$24.4M 0.13%
905,792
+456,164
77
$23.4M 0.12%
74,281
-5,098
78
$23.1M 0.12%
94,820
+1,372
79
$21.8M 0.11%
141,688
-802
80
$20M 0.1%
56,150
+3,633
81
$19M 0.1%
681,884
+341,037
82
$18.9M 0.1%
239,842
+117,200
83
$18.5M 0.1%
41,533
+1,277
84
$18.4M 0.1%
25,039
-1,802
85
$17.9M 0.09%
115,066
-5,244
86
$17.8M 0.09%
63,054
-7,012
87
$17.5M 0.09%
80,894
+4,816
88
$17.2M 0.09%
69,550
-30,923
89
$17M 0.09%
+877,997
90
$17M 0.09%
856,106
+20,758
91
$16.9M 0.09%
86,729
-1,051
92
$15.9M 0.08%
153,830
-33,050
93
$15.5M 0.08%
83,643
-86,451
94
$15.5M 0.08%
48,336
+296
95
$15.2M 0.08%
16,456
+657
96
$15.2M 0.08%
134,377
-4,776
97
$14M 0.07%
328,659
+62,656
98
$13.7M 0.07%
45,540
+468
99
$13.5M 0.07%
40,954
-4,853
100
$13.4M 0.07%
75,633
+716
2 3
4
5 6