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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
1026
$95K ﹤0.01%
+846
1027
$94.8K ﹤0.01%
+1,590
1028
$94.7K ﹤0.01%
+2,111
1029
$93.8K ﹤0.01%
+7,098
1030
$93.8K ﹤0.01%
+1,683
1031
$93.3K ﹤0.01%
+1,125
1032
$93.1K ﹤0.01%
+1,984
1033
$92.3K ﹤0.01%
+1,800
1034
$91.7K ﹤0.01%
+1,377
1035
$91.4K ﹤0.01%
+481
1036
$91.2K ﹤0.01%
+1,574
1037
$91.1K ﹤0.01%
+2,115
1038
$90.4K ﹤0.01%
+745
1039
$89.9K ﹤0.01%
+892
1040
$89.9K ﹤0.01%
+472
1041
$89.4K ﹤0.01%
+3,000
1042
$88.3K ﹤0.01%
+431
1043
$88.3K ﹤0.01%
+424
1044
$88.1K ﹤0.01%
+3,582
1045
$87.9K ﹤0.01%
+4,540
1046
$87.9K ﹤0.01%
+1,794
1047
$87.8K ﹤0.01%
+910
1048
$87.6K ﹤0.01%
+874
1049
$87.2K ﹤0.01%
+610
1050
$87K ﹤0.01%
+3,159
40 41
42
43 44