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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
1226
$53.3K ﹤0.01%
+2,817
1227
$53.2K ﹤0.01%
+1,111
1228
$53.2K ﹤0.01%
+414
1229
$53K ﹤0.01%
+940
1230
$52.7K ﹤0.01%
+934
1231
$52.6K ﹤0.01%
+484
1232
$52.5K ﹤0.01%
+1,006
1233
$52.5K ﹤0.01%
+268
1234
$52.1K ﹤0.01%
+3,181
1235
$52K ﹤0.01%
+433
1236
$52K ﹤0.01%
+3,640
1237
$51.9K ﹤0.01%
+772
1238
$51.8K ﹤0.01%
+406
1239
$51.8K ﹤0.01%
+521
1240
$51.6K ﹤0.01%
+1,496
1241
$51.3K ﹤0.01%
+807
1242
$50.9K ﹤0.01%
+4,173
1243
$50.8K ﹤0.01%
+1,152
1244
$50.8K ﹤0.01%
+1,340
1245
$50.8K ﹤0.01%
+4,041
1246
$50.5K ﹤0.01%
+1,154
1247
$50.5K ﹤0.01%
+1,405
1248
$50.3K ﹤0.01%
+1,039
1249
$50K ﹤0.01%
+765
1250
$49.8K ﹤0.01%
+1,151
48 49
50
51 52