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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
1126
$70K ﹤0.01%
+2,738
1127
$69.3K ﹤0.01%
+565
1128
$69K ﹤0.01%
+1,907
1129
$68.9K ﹤0.01%
+6,957
1130
$68.7K ﹤0.01%
+521
1131
$68.6K ﹤0.01%
+519
1132
$68.4K ﹤0.01%
+126
1133
$67.5K ﹤0.01%
+1,061
1134
$67.3K ﹤0.01%
+1,602
1135
$66.6K ﹤0.01%
+744
1136
$66.4K ﹤0.01%
+1,178
1137
$66.3K ﹤0.01%
+791
1138
$66K ﹤0.01%
+136
1139
$65.9K ﹤0.01%
+1,625
1140
$65.5K ﹤0.01%
+623
1141
$65.3K ﹤0.01%
+908
1142
$65.1K ﹤0.01%
+1,227
1143
$65.1K ﹤0.01%
+521
1144
$65K ﹤0.01%
+489
1145
$64.8K ﹤0.01%
+905
1146
$64.3K ﹤0.01%
267
-783
1147
$64.2K ﹤0.01%
+1,227
1148
$64.1K ﹤0.01%
+3,300
1149
$64K ﹤0.01%
+456
1150
$63.8K ﹤0.01%
+527
44 45
46
47 48