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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
1001
$102K ﹤0.01%
+960
1002
$102K ﹤0.01%
+1,124
1003
$102K ﹤0.01%
157
-271
1004
$102K ﹤0.01%
+5,306
1005
$101K ﹤0.01%
+1,512
1006
$101K ﹤0.01%
+1,933
1007
$101K ﹤0.01%
+1,977
1008
$101K ﹤0.01%
+10,000
1009
$101K ﹤0.01%
+179
1010
$101K ﹤0.01%
+5,844
1011
$101K ﹤0.01%
+13,073
1012
$101K ﹤0.01%
+842
1013
$100K ﹤0.01%
9,697
-5,303
1014
$99.8K ﹤0.01%
+498
1015
$99.8K ﹤0.01%
+2,325
1016
$99K ﹤0.01%
+1,207
1017
$98.7K ﹤0.01%
+481
1018
$98.1K ﹤0.01%
10,333
1019
$97.9K ﹤0.01%
+2,598
1020
$97.3K ﹤0.01%
44,834
1021
$97.2K ﹤0.01%
+2,956
1022
$96.8K ﹤0.01%
+185
1023
$96.3K ﹤0.01%
30,000
1024
$95.3K ﹤0.01%
+1,280
1025
$95K ﹤0.01%
+436
39 40
41
42 43