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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
1576
$24.1K ﹤0.01%
+44
1577
$24K ﹤0.01%
+465
1578
$24K ﹤0.01%
+2,209
1579
$23.9K ﹤0.01%
+238
1580
$23.9K ﹤0.01%
+147
1581
$23.8K ﹤0.01%
+1,178
1582
$23.8K ﹤0.01%
+1,937
1583
$23.8K ﹤0.01%
+332
1584
$23.7K ﹤0.01%
+449
1585
$23.6K ﹤0.01%
+158
1586
$23.6K ﹤0.01%
+464
1587
$23.6K ﹤0.01%
+304
1588
$23.5K ﹤0.01%
+1,814
1589
$23.5K ﹤0.01%
+207
1590
$23.5K ﹤0.01%
+373
1591
$23.5K ﹤0.01%
+216
1592
$23.4K ﹤0.01%
+365
1593
$23.4K ﹤0.01%
+1,096
1594
$23.4K ﹤0.01%
+1,257
1595
$23.4K ﹤0.01%
+405
1596
$23.3K ﹤0.01%
+556
1597
$23.3K ﹤0.01%
+300
1598
$23.2K ﹤0.01%
+208
1599
$23.2K ﹤0.01%
+492
1600
$23.2K ﹤0.01%
+241