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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
1276
$46.7K ﹤0.01%
+2,626
1277
$46.6K ﹤0.01%
+4,198
1278
$46.6K ﹤0.01%
+656
1279
$46.4K ﹤0.01%
731
-3,601
1280
$46.4K ﹤0.01%
+328
1281
$46.3K ﹤0.01%
+494
1282
$45.6K ﹤0.01%
+132
1283
$45.5K ﹤0.01%
+3,596
1284
$45.4K ﹤0.01%
+775
1285
$45.3K ﹤0.01%
+329
1286
$45.2K ﹤0.01%
+405
1287
$45.1K ﹤0.01%
+2,678
1288
$45K ﹤0.01%
+3,428
1289
$44.8K ﹤0.01%
+353
1290
$44.8K ﹤0.01%
+450
1291
$44.7K ﹤0.01%
+838
1292
$44.5K ﹤0.01%
+589
1293
$43.8K ﹤0.01%
+3,500
1294
$43.8K ﹤0.01%
+996
1295
$43.8K ﹤0.01%
+120
1296
$43.6K ﹤0.01%
+282
1297
$43.6K ﹤0.01%
+467
1298
$43.5K ﹤0.01%
+210
1299
$43.4K ﹤0.01%
+1,739
1300
$43.3K ﹤0.01%
+265
50 51
52
53 54