WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$40.8M
3
+$25.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$22.2M
5
CME icon
CME Group
CME
+$19.6M

Top Sells

1
+$82.9M
2
+$77.3M
3
+$40.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$38.7M
5
AAPL icon
Apple
AAPL
+$30.9M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.14M 0.05%
168,018
+4,251
127
$9.11M 0.05%
41,593
-585
128
$9.06M 0.05%
293,243
-160,156
129
$8.74M 0.05%
95,370
+4,848
130
$8.72M 0.05%
206,188
-4,877
131
$8.68M 0.05%
15,328
-1,441
132
$8.62M 0.05%
340,847
-357,341
133
$8.47M 0.05%
15,076
-193
134
$8.38M 0.05%
12
-1
135
$8.27M 0.05%
71,182
-1,802
136
$8.02M 0.05%
87,936
-766
137
$7.99M 0.04%
65,851
-3,985
138
$7.25M 0.04%
53,407
-4,073
139
$6.76M 0.04%
137,751
-4,838
140
$6.51M 0.04%
16,418
-3,338
141
$6.47M 0.04%
105,759
-274
142
$6.47M 0.04%
281,657
-79,237
143
$6.2M 0.03%
211,114
-2,647
144
$6.12M 0.03%
172,208
-12,596
145
$6.08M 0.03%
136,004
-32,820
146
$5.97M 0.03%
74,492
-69,096
147
$5.85M 0.03%
605,142
+85,787
148
$5.84M 0.03%
134,957
+1,817
149
$5.76M 0.03%
221,289
-6,214
150
$5.73M 0.03%
216,111
-28,197
4 5
6
7 8