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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
1051
$87K ﹤0.01%
+1,463
1052
$86.6K ﹤0.01%
+774
1053
$86.3K ﹤0.01%
+2,033
1054
$85.6K ﹤0.01%
+662
1055
$84.6K ﹤0.01%
+473
1056
$84.2K ﹤0.01%
+3,987
1057
$84.1K ﹤0.01%
+283
1058
$84.1K ﹤0.01%
+469
1059
$84.1K ﹤0.01%
+701
1060
$84K ﹤0.01%
+824
1061
$83.9K ﹤0.01%
+556
1062
$83.8K ﹤0.01%
+143
1063
$83.6K ﹤0.01%
+307
1064
$83.6K ﹤0.01%
+1,400
1065
$83.3K ﹤0.01%
18,382
-332
1066
$83.1K ﹤0.01%
+1,415
1067
$82.5K ﹤0.01%
+1,207
1068
$82.5K ﹤0.01%
+697
1069
$82.4K ﹤0.01%
+856
1070
$82.4K ﹤0.01%
+4,241
1071
$82K ﹤0.01%
+3,105
1072
$81.9K ﹤0.01%
+3,547
1073
$81.6K ﹤0.01%
+845
1074
$81.4K ﹤0.01%
+1,436
1075
$81.3K ﹤0.01%
+2,673
41 42
43
44 45