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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
1401
$33.6K ﹤0.01%
+451
1402
$33.6K ﹤0.01%
+986
1403
$33.6K ﹤0.01%
+419
1404
$33.5K ﹤0.01%
+5,000
1405
$33.4K ﹤0.01%
+319
1406
$33.3K ﹤0.01%
695
-24,562
1407
$33.3K ﹤0.01%
+1,918
1408
$33.1K ﹤0.01%
+519
1409
$33.1K ﹤0.01%
+242
1410
$33.1K ﹤0.01%
+3,452
1411
$33K ﹤0.01%
+298
1412
$32.8K ﹤0.01%
+102
1413
$32.7K ﹤0.01%
+439
1414
$32.6K ﹤0.01%
+342
1415
$32.4K ﹤0.01%
+439
1416
$32.4K ﹤0.01%
+389
1417
$32.3K ﹤0.01%
+112
1418
$32.3K ﹤0.01%
+1,563
1419
$32.3K ﹤0.01%
+392
1420
$32.2K ﹤0.01%
+978
1421
$32.2K ﹤0.01%
+638
1422
$32.1K ﹤0.01%
+600
1423
$32K ﹤0.01%
+750
1424
$31.9K ﹤0.01%
+976
1425
$31.9K ﹤0.01%
+151
55 56
57
58 59