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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
1076
$81K ﹤0.01%
+2,395
1077
$80.7K ﹤0.01%
+554
1078
$80.1K ﹤0.01%
+451
1079
$80K ﹤0.01%
+3,191
1080
$79.9K ﹤0.01%
+198
1081
$79.6K ﹤0.01%
+785
1082
$79.5K ﹤0.01%
+1,929
1083
$79.4K ﹤0.01%
+962
1084
$78.9K ﹤0.01%
+1,185
1085
$78.9K ﹤0.01%
+982
1086
$78.8K ﹤0.01%
+4,303
1087
$78.6K ﹤0.01%
+320
1088
$78.4K ﹤0.01%
+408
1089
$78.3K ﹤0.01%
+10,273
1090
$78.2K ﹤0.01%
+20,425
1091
$78.2K ﹤0.01%
+400
1092
$78.2K ﹤0.01%
+496
1093
$78.1K ﹤0.01%
+536
1094
$77.8K ﹤0.01%
+349
1095
$77.8K ﹤0.01%
+343
1096
$77.3K ﹤0.01%
+1,330
1097
$76.1K ﹤0.01%
+1,177
1098
$76K ﹤0.01%
+469
1099
$75.5K ﹤0.01%
+1,166
1100
$75.4K ﹤0.01%
+991
42 43
44
45 46