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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
1251
$49.8K ﹤0.01%
+371
1252
$49.4K ﹤0.01%
+1,222
1253
$49.3K ﹤0.01%
+1,381
1254
$49.1K ﹤0.01%
+242
1255
$49.1K ﹤0.01%
+997
1256
$48.9K ﹤0.01%
+1,071
1257
$48.8K ﹤0.01%
+2,896
1258
$48.6K ﹤0.01%
+1,889
1259
$48.6K ﹤0.01%
+554
1260
$48.1K ﹤0.01%
+743
1261
$48.1K ﹤0.01%
+570
1262
$48K ﹤0.01%
+1,187
1263
$48K ﹤0.01%
+1,880
1264
$47.9K ﹤0.01%
+800
1265
$47.9K ﹤0.01%
+374
1266
$47.8K ﹤0.01%
+566
1267
$47.7K ﹤0.01%
+2,367
1268
$47.7K ﹤0.01%
+3,251
1269
$47.5K ﹤0.01%
+914
1270
$47.5K ﹤0.01%
+438
1271
$47.4K ﹤0.01%
+360
1272
$47.4K ﹤0.01%
+113
1273
$47.3K ﹤0.01%
+806
1274
$46.9K ﹤0.01%
+2,259
1275
$46.8K ﹤0.01%
+1,684
49 50
51
52 53