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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
1201
$56K ﹤0.01%
+313
1202
$55.8K ﹤0.01%
+1,298
1203
$55.7K ﹤0.01%
+407
1204
$55.7K ﹤0.01%
+2,426
1205
$55.6K ﹤0.01%
+973
1206
$55.5K ﹤0.01%
+650
1207
$55.5K ﹤0.01%
+584
1208
$55.4K ﹤0.01%
+5,000
1209
$55.3K ﹤0.01%
+854
1210
$55.2K ﹤0.01%
+417
1211
$55K ﹤0.01%
+3,756
1212
$54.8K ﹤0.01%
+216
1213
$54.8K ﹤0.01%
+1,626
1214
$54.7K ﹤0.01%
+1,860
1215
$54.6K ﹤0.01%
+2,149
1216
$54.5K ﹤0.01%
+7,766
1217
$54.3K ﹤0.01%
+304
1218
$54.1K ﹤0.01%
+5,403
1219
$54.1K ﹤0.01%
+509
1220
$53.9K ﹤0.01%
+686
1221
$53.9K ﹤0.01%
+1,755
1222
$53.9K ﹤0.01%
+2,189
1223
$53.8K ﹤0.01%
+648
1224
$53.8K ﹤0.01%
+3,115
1225
$53.7K ﹤0.01%
+323
47 48
49
50 51