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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
101
$13.3M 0.07%
184,108
+2,656
102
$13M 0.07%
62,952
+210
103
$12.4M 0.06%
90,026
-42,888
104
$12.4M 0.06%
489,462
+10,155
105
$11.9M 0.06%
486,475
+24,575
106
$11.7M 0.06%
147,744
-161
107
$11.7M 0.06%
50,381
-473
108
$11.2M 0.06%
+213,085
109
$11M 0.06%
123,201
-2,490
110
$10.5M 0.06%
113,250
-4,064
111
$10.5M 0.05%
366,817
+3,946
112
$10.4M 0.05%
349,674
+1,640
113
$10.3M 0.05%
59,235
+1,278
114
$10.2M 0.05%
95,934
-1,926
115
$9.99M 0.05%
220,956
+133
116
$9.84M 0.05%
94,153
-54,905
117
$9.72M 0.05%
59,913
-37,267
118
$9.6M 0.05%
65,956
-3,930
119
$9.42M 0.05%
142,034
-151,314
120
$9.37M 0.05%
163,918
-4,100
121
$9.17M 0.05%
22,640
-27,048
122
$9.12M 0.05%
204,098
-2,090
123
$8.88M 0.05%
356,210
-50,436
124
$8.88M 0.05%
14,893
-435
125
$8.79M 0.05%
41,139
-454
3 4
5
6 7