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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 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
1501
$27.8K ﹤0.01%
+426
1502
$27.8K ﹤0.01%
+1,520
1503
$27.6K ﹤0.01%
+165
1504
$27.6K ﹤0.01%
+150
1505
$27.6K ﹤0.01%
+1,025
1506
$27.5K ﹤0.01%
+992
1507
$27.4K ﹤0.01%
+108
1508
$27.3K ﹤0.01%
+795
1509
$27.3K ﹤0.01%
+476
1510
$27.3K ﹤0.01%
+1,675
1511
$27.2K ﹤0.01%
+754
1512
$27.2K ﹤0.01%
+64
1513
$27.2K ﹤0.01%
+241
1514
$27.2K ﹤0.01%
+1,429
1515
$27.1K ﹤0.01%
+959
1516
$27.1K ﹤0.01%
+811
1517
$26.9K ﹤0.01%
+1,006
1518
$26.9K ﹤0.01%
+424
1519
$26.8K ﹤0.01%
+542
1520
$26.8K ﹤0.01%
+96
1521
$26.8K ﹤0.01%
+1,647
1522
$26.8K ﹤0.01%
+1,112
1523
$26.8K ﹤0.01%
+546
1524
$26.8K ﹤0.01%
+177
1525
$26.7K ﹤0.01%
+1,545