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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
126
$8.67M 0.05%
12
127
$8.53M 0.04%
65,458
-393
128
$8.31M 0.04%
69,340
+410
129
$8.06M 0.04%
14,165
-911
130
$7.98M 0.04%
43,739
-34,074
131
$7.98M 0.04%
23,368
-2,889
132
$7.89M 0.04%
121,367
+15,608
133
$7.86M 0.04%
56,128
+2,721
134
$7.84M 0.04%
62,212
-8,970
135
$7.61M 0.04%
15,680
+7,639
136
$7.54M 0.04%
79,016
-8,920
137
$7.35M 0.04%
86,824
-8,546
138
$7.33M 0.04%
241,080
-91,674
139
$7.18M 0.04%
36,664
+20,664
140
$7.15M 0.04%
98,532
+24
141
$6.5M 0.03%
21,390
-12,312
142
$6.5M 0.03%
130,885
-6,866
143
$6.45M 0.03%
205,537
-5,577
144
$6.3M 0.03%
197,508
+3,812
145
$6.18M 0.03%
267,153
-14,504
146
$6.17M 0.03%
21,927
+1,226
147
$6.12M 0.03%
8,024
-8,610
148
$6.1M 0.03%
124,102
+967
149
$6.1M 0.03%
138,704
+3,747
150
$6M 0.03%
83,366
+14
4 5
6
7 8