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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
1426
$31.8K ﹤0.01%
+137
1427
$31.8K ﹤0.01%
+229
1428
$31.6K ﹤0.01%
+313
1429
$31.6K ﹤0.01%
+320
1430
$31.6K ﹤0.01%
+557
1431
$31.6K ﹤0.01%
+1,160
1432
$31.5K ﹤0.01%
+2,253
1433
$31.5K ﹤0.01%
+336
1434
$31.5K ﹤0.01%
+830
1435
$31.4K ﹤0.01%
+2,200
1436
$31.4K ﹤0.01%
+61
1437
$31.3K ﹤0.01%
+863
1438
$31.3K ﹤0.01%
+2,931
1439
$31.3K ﹤0.01%
+380
1440
$31.2K ﹤0.01%
+80
1441
$31.2K ﹤0.01%
+1,205
1442
$31.1K ﹤0.01%
+952
1443
$31K ﹤0.01%
+1,418
1444
$31K ﹤0.01%
+1,473
1445
$31K ﹤0.01%
+1,135
1446
$30.9K ﹤0.01%
+1,324
1447
$30.8K ﹤0.01%
+485
1448
$30.8K ﹤0.01%
+154
1449
$30.8K ﹤0.01%
+535
1450
$30.8K ﹤0.01%
+313
56 57
58
59 60