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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
1551
$25.2K ﹤0.01%
+119
1552
$25.2K ﹤0.01%
+1,395
1553
$25K ﹤0.01%
+375
1554
$24.9K ﹤0.01%
10,140
1555
$24.9K ﹤0.01%
+469
1556
$24.9K ﹤0.01%
+1,090
1557
$24.7K ﹤0.01%
+337
1558
$24.7K ﹤0.01%
1,430
-10,602
1559
$24.7K ﹤0.01%
+604
1560
$24.7K ﹤0.01%
+1,109
1561
$24.6K ﹤0.01%
+1,000
1562
$24.5K ﹤0.01%
11,903
+258
1563
$24.5K ﹤0.01%
+455
1564
$24.5K ﹤0.01%
+168
1565
$24.4K ﹤0.01%
+4,898
1566
$24.4K ﹤0.01%
+139
1567
$24.4K ﹤0.01%
+2,100
1568
$24.3K ﹤0.01%
+473
1569
$24.3K ﹤0.01%
+275
1570
$24.3K ﹤0.01%
+572
1571
$24.3K ﹤0.01%
+4,941
1572
$24.2K ﹤0.01%
+200
1573
$24.2K ﹤0.01%
+2,659
1574
$24.2K ﹤0.01%
+1,098
1575
$24.1K ﹤0.01%
+597
61 62
63
64 65