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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
1326
$41K ﹤0.01%
+1,182
1327
$40.9K ﹤0.01%
+513
1328
$40.8K ﹤0.01%
+1,552
1329
$40.8K ﹤0.01%
+2,784
1330
$40.7K ﹤0.01%
+1,312
1331
$40.7K ﹤0.01%
+1,675
1332
$40.5K ﹤0.01%
+684
1333
$40.4K ﹤0.01%
+1,538
1334
$40.2K ﹤0.01%
+5
1335
$40K ﹤0.01%
+1,078
1336
$40K ﹤0.01%
+890
1337
$39.8K ﹤0.01%
+786
1338
$39.7K ﹤0.01%
+152
1339
$39.6K ﹤0.01%
+2,627
1340
$39.6K ﹤0.01%
+1,309
1341
$39.4K ﹤0.01%
+888
1342
$39.3K ﹤0.01%
+740
1343
$38.7K ﹤0.01%
+1,485
1344
$38.4K ﹤0.01%
+1,128
1345
$38.4K ﹤0.01%
+519
1346
$38.1K ﹤0.01%
+1,780
1347
$37.8K ﹤0.01%
+1,500
1348
$37.8K ﹤0.01%
+138
1349
$37.7K ﹤0.01%
+389
1350
$37.7K ﹤0.01%
+195
52 53
54
55 56