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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
1151
$63.8K ﹤0.01%
+5,156
1152
$63.8K ﹤0.01%
13,066
-927
1153
$63.7K ﹤0.01%
+676
1154
$63.3K ﹤0.01%
+676
1155
$62.9K ﹤0.01%
+270
1156
$62.9K ﹤0.01%
+1,972
1157
$62.8K ﹤0.01%
+1,774
1158
$62.3K ﹤0.01%
+944
1159
$62.2K ﹤0.01%
+1,269
1160
$62K ﹤0.01%
+2,061
1161
$61.8K ﹤0.01%
+1,190
1162
$61.7K ﹤0.01%
+1,806
1163
$61.4K ﹤0.01%
+1,112
1164
$61.2K ﹤0.01%
+870
1165
$61K ﹤0.01%
+1,103
1166
$60.9K ﹤0.01%
+1,774
1167
$60.9K ﹤0.01%
+1,282
1168
$60.8K ﹤0.01%
+242
1169
$60.7K ﹤0.01%
+1,046
1170
$60.6K ﹤0.01%
+12,840
1171
$60.3K ﹤0.01%
1,378
-3,692
1172
$60.2K ﹤0.01%
+467
1173
$60.1K ﹤0.01%
+5,346
1174
$60.1K ﹤0.01%
+949
1175
$59.8K ﹤0.01%
+429
45 46
47
48 49