WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$40.8M
3
+$25.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$22.2M
5
CME icon
CME Group
CME
+$19.6M

Top Sells

1
+$82.9M
2
+$77.3M
3
+$40.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$38.7M
5
AAPL icon
Apple
AAPL
+$30.9M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.1M 0.07%
479,307
+9,075
102
$12M 0.07%
449,628
-496,336
103
$11.8M 0.07%
74,917
-1,529
104
$11.6M 0.07%
45,072
+23,031
105
$10.8M 0.06%
92,380
+2,470
106
$10.8M 0.06%
147,905
-44
107
$10.7M 0.06%
266,003
-105,752
108
$10.6M 0.06%
77,813
+25,331
109
$10.5M 0.06%
125,691
-2,102
110
$10.5M 0.06%
117,314
-1,311
111
$10.4M 0.06%
97,860
+33,220
112
$10.3M 0.06%
78,028
+6,130
113
$10.1M 0.06%
406,646
+34,707
114
$9.85M 0.06%
33,702
+552
115
$9.83M 0.06%
362,871
+23,729
116
$9.81M 0.06%
332,754
-42,632
117
$9.76M 0.05%
76,950
-516
118
$9.76M 0.05%
348,034
+18,392
119
$9.65M 0.05%
122,642
-94,770
120
$9.53M 0.05%
57,957
-1,586
121
$9.46M 0.05%
69,886
-8
122
$9.44M 0.05%
50,854
-2,888
123
$9.33M 0.05%
220,823
-1,158
124
$9.32M 0.05%
26,257
+371
125
$9.23M 0.05%
68,930
+1,320
3 4
5
6 7