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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
1176
$59.7K ﹤0.01%
+4,000
1177
$59.7K ﹤0.01%
+424
1178
$59.5K ﹤0.01%
+1,007
1179
$59.3K ﹤0.01%
+905
1180
$59.2K ﹤0.01%
+2,095
1181
$59.1K ﹤0.01%
+378
1182
$59.1K ﹤0.01%
+1,641
1183
$58.9K ﹤0.01%
+548
1184
$58.9K ﹤0.01%
+5,791
1185
$58.6K ﹤0.01%
+1,447
1186
$58.4K ﹤0.01%
+3,450
1187
$58.4K ﹤0.01%
+302
1188
$58.3K ﹤0.01%
+137
1189
$58.2K ﹤0.01%
+446
1190
$57.9K ﹤0.01%
+1,300
1191
$57.9K ﹤0.01%
+1,500
1192
$57.5K ﹤0.01%
+954
1193
$57.3K ﹤0.01%
+615
1194
$57.3K ﹤0.01%
+32
1195
$57.2K ﹤0.01%
+1,559
1196
$57.1K ﹤0.01%
+783
1197
$57.1K ﹤0.01%
+1,972
1198
$56.9K ﹤0.01%
+647
1199
$56.7K ﹤0.01%
+1,362
1200
$56.1K ﹤0.01%
+178
46 47
48
49 50