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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
976
$113K ﹤0.01%
+2,048
977
$112K ﹤0.01%
+1,378
978
$112K ﹤0.01%
+2,596
979
$111K ﹤0.01%
429
-931
980
$111K ﹤0.01%
+2,646
981
$111K ﹤0.01%
+7,371
982
$111K ﹤0.01%
11,500
983
$110K ﹤0.01%
+993
984
$110K ﹤0.01%
+3,000
985
$110K ﹤0.01%
12,260
+1,170
986
$109K ﹤0.01%
+2,569
987
$109K ﹤0.01%
+1,694
988
$109K ﹤0.01%
+1,276
989
$108K ﹤0.01%
+472
990
$107K ﹤0.01%
+1,401
991
$106K ﹤0.01%
+2,520
992
$106K ﹤0.01%
+2,140
993
$106K ﹤0.01%
13,233
994
$105K ﹤0.01%
+1,541
995
$105K ﹤0.01%
+2,291
996
$104K ﹤0.01%
+733
997
$104K ﹤0.01%
+113
998
$104K ﹤0.01%
+1,043
999
$104K ﹤0.01%
+1,617
1000
$103K ﹤0.01%
+3,700
38 39
40
41 42