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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
1526
$26.6K ﹤0.01%
+194
1527
$26.6K ﹤0.01%
+363
1528
$26.6K ﹤0.01%
+509
1529
$26.4K ﹤0.01%
+125
1530
$26.3K ﹤0.01%
+130
1531
$26.2K ﹤0.01%
+198
1532
$26.2K ﹤0.01%
+145
1533
$26.2K ﹤0.01%
+696
1534
$26.1K ﹤0.01%
+893
1535
$26.1K ﹤0.01%
+115
1536
$26.1K ﹤0.01%
+646
1537
$26K ﹤0.01%
+392
1538
$25.9K ﹤0.01%
+1,388
1539
$25.7K ﹤0.01%
+773
1540
$25.7K ﹤0.01%
+625
1541
$25.7K ﹤0.01%
+208
1542
$25.7K ﹤0.01%
+1,002
1543
$25.5K ﹤0.01%
+240
1544
$25.5K ﹤0.01%
+500
1545
$25.5K ﹤0.01%
+173
1546
$25.5K ﹤0.01%
+57
1547
$25.4K ﹤0.01%
+959
1548
$25.4K ﹤0.01%
+285
1549
$25.4K ﹤0.01%
+624
1550
$25.2K ﹤0.01%
+282