We are live on ! Find out more
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 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
1451
$30.6K ﹤0.01%
+164
1452
$30.6K ﹤0.01%
+70
1453
$30.6K ﹤0.01%
+1,000
1454
$30.5K ﹤0.01%
+333
1455
$30.4K ﹤0.01%
+174
1456
$30.4K ﹤0.01%
+122
1457
$30.4K ﹤0.01%
+260
1458
$30.4K ﹤0.01%
+197
1459
$30.3K ﹤0.01%
+2,863
1460
$30.2K ﹤0.01%
+1,112
1461
$30.1K ﹤0.01%
+420
1462
$30K ﹤0.01%
+531
1463
$30K ﹤0.01%
+2,636
1464
$29.8K ﹤0.01%
+1,300
1465
$29.8K ﹤0.01%
+114
1466
$29.7K ﹤0.01%
+172
1467
$29.7K ﹤0.01%
+265
1468
$29.7K ﹤0.01%
+1,043
1469
$29.6K ﹤0.01%
+1,000
1470
$29.5K ﹤0.01%
+416
1471
$29.4K ﹤0.01%
+817
1472
$29.3K ﹤0.01%
+134
1473
$29.3K ﹤0.01%
+628
1474
$29.3K ﹤0.01%
+514
1475
$29.3K ﹤0.01%
+909