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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
1301
$43.3K ﹤0.01%
+134
1302
$43.2K ﹤0.01%
+2,500
1303
$43.2K ﹤0.01%
+1,740
1304
$43K ﹤0.01%
+308
1305
$43K ﹤0.01%
+203
1306
$43K ﹤0.01%
+538
1307
$43K ﹤0.01%
+92
1308
$42.2K ﹤0.01%
+355
1309
$42.2K ﹤0.01%
+463
1310
$42.1K ﹤0.01%
846
1311
$42.1K ﹤0.01%
+122
1312
$42.1K ﹤0.01%
+1,819
1313
$42K ﹤0.01%
+1,116
1314
$41.9K ﹤0.01%
+1,188
1315
$41.6K ﹤0.01%
+4,636
1316
$41.5K ﹤0.01%
+818
1317
$41.5K ﹤0.01%
+1,734
1318
$41.5K ﹤0.01%
+2,593
1319
$41.5K ﹤0.01%
+1,080
1320
$41.3K ﹤0.01%
+565
1321
$41.3K ﹤0.01%
+686
1322
$41.3K ﹤0.01%
+1,604
1323
$41.1K ﹤0.01%
+800
1324
$41.1K ﹤0.01%
+286
1325
$41K ﹤0.01%
+619
51 52
53
54 55