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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
1376
$35.1K ﹤0.01%
+137
1377
$35.1K ﹤0.01%
+837
1378
$35.1K ﹤0.01%
+400
1379
$35.1K ﹤0.01%
+3,562
1380
$35.1K ﹤0.01%
+337
1381
$34.9K ﹤0.01%
+368
1382
$34.8K ﹤0.01%
+89
1383
$34.8K ﹤0.01%
+816
1384
$34.7K ﹤0.01%
+546
1385
$34.7K ﹤0.01%
+454
1386
$34.7K ﹤0.01%
+548
1387
$34.5K ﹤0.01%
+653
1388
$34.3K ﹤0.01%
+708
1389
$34.3K ﹤0.01%
+1,199
1390
$34.2K ﹤0.01%
+1,000
1391
$34.2K ﹤0.01%
+242
1392
$34.1K ﹤0.01%
+1,831
1393
$34K ﹤0.01%
+836
1394
$34K ﹤0.01%
+512
1395
$33.9K ﹤0.01%
+806
1396
$33.9K ﹤0.01%
+883
1397
$33.8K ﹤0.01%
+381
1398
$33.7K ﹤0.01%
+87
1399
$33.7K ﹤0.01%
+1,803
1400
$33.7K ﹤0.01%
+323
54 55
56
57 58