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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
1351
$37.7K ﹤0.01%
+182
1352
$37.6K ﹤0.01%
+1,270
1353
$37.6K ﹤0.01%
+349
1354
$37.2K ﹤0.01%
+684
1355
$37.2K ﹤0.01%
+628
1356
$37.2K ﹤0.01%
+146
1357
$37.1K ﹤0.01%
+438
1358
$37K ﹤0.01%
+651
1359
$36.9K ﹤0.01%
+274
1360
$36.8K ﹤0.01%
+502
1361
$36.8K ﹤0.01%
+1,591
1362
$36.8K ﹤0.01%
+1,400
1363
$36.5K ﹤0.01%
+69
1364
$36.5K ﹤0.01%
+1,614
1365
$36.5K ﹤0.01%
+317
1366
$36.5K ﹤0.01%
+1,087
1367
$36.4K ﹤0.01%
+130
1368
$36.3K ﹤0.01%
+3,190
1369
$36.3K ﹤0.01%
+363
1370
$36.2K ﹤0.01%
+1,126
1371
$36K ﹤0.01%
+3,538
1372
$35.7K ﹤0.01%
+213
1373
$35.5K ﹤0.01%
+173
1374
$35.4K ﹤0.01%
+963
1375
$35.3K ﹤0.01%
+1,434
53 54
55
56 57