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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
1476
$29.3K ﹤0.01%
+662
1477
$29.1K ﹤0.01%
+510
1478
$29K ﹤0.01%
+452
1479
$29K ﹤0.01%
+435
1480
$29K ﹤0.01%
+234
1481
$28.9K ﹤0.01%
+219
1482
$28.9K ﹤0.01%
+1,018
1483
$28.9K ﹤0.01%
+1,290
1484
$28.8K ﹤0.01%
+288
1485
$28.8K ﹤0.01%
+688
1486
$28.7K ﹤0.01%
+769
1487
$28.7K ﹤0.01%
11,075
+222
1488
$28.7K ﹤0.01%
+1,033
1489
$28.7K ﹤0.01%
+351
1490
$28.6K ﹤0.01%
+1,011
1491
$28.6K ﹤0.01%
+255
1492
$28.3K ﹤0.01%
+608
1493
$28.2K ﹤0.01%
+385
1494
$28.2K ﹤0.01%
+213
1495
$28.1K ﹤0.01%
+1,205
1496
$28.1K ﹤0.01%
+1,602
1497
$28K ﹤0.01%
+169
1498
$28K ﹤0.01%
+209
1499
$27.9K ﹤0.01%
+421
1500
$27.9K ﹤0.01%
+266
58 59
60
61 62