We are live on ! Find out more
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
1101
$75.1K ﹤0.01%
+1,735
1102
$75K ﹤0.01%
+481
1103
$74.3K ﹤0.01%
+90
1104
$74.2K ﹤0.01%
+633
1105
$74K ﹤0.01%
+587
1106
$74K ﹤0.01%
+1,010
1107
$73.9K ﹤0.01%
+1,992
1108
$73.6K ﹤0.01%
+1,294
1109
$73.4K ﹤0.01%
+1,314
1110
$73.3K ﹤0.01%
+969
1111
$73.2K ﹤0.01%
+1,032
1112
$73.2K ﹤0.01%
+862
1113
$72.9K ﹤0.01%
7,150
-6,286
1114
$72.9K ﹤0.01%
+6,954
1115
$72.8K ﹤0.01%
+2,045
1116
$72.4K ﹤0.01%
+1,331
1117
$72.4K ﹤0.01%
+761
1118
$72.3K ﹤0.01%
+1,126
1119
$72.3K ﹤0.01%
+328
1120
$72K ﹤0.01%
10,025
1121
$71.6K ﹤0.01%
+1,245
1122
$71.4K ﹤0.01%
217
-395
1123
$71.2K ﹤0.01%
+1,463
1124
$71.2K ﹤0.01%
+1,582
1125
$70.4K ﹤0.01%
+569
43 44
45
46 47