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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
1601
$23.2K ﹤0.01%
+410
1602
$22.9K ﹤0.01%
+2,012
1603
$22.9K ﹤0.01%
+372
1604
$22.9K ﹤0.01%
+334
1605
$22.9K ﹤0.01%
+270
1606
$22.8K ﹤0.01%
+234
1607
$22.8K ﹤0.01%
+220
1608
$22.6K ﹤0.01%
+191
1609
$22.5K ﹤0.01%
+490
1610
$22.5K ﹤0.01%
+371
1611
$22.5K ﹤0.01%
+375
1612
$22.5K ﹤0.01%
+81
1613
$22.5K ﹤0.01%
+580
1614
$22.4K ﹤0.01%
+827
1615
$22.4K ﹤0.01%
+1,129
1616
$22.4K ﹤0.01%
334
-7,182
1617
$22.4K ﹤0.01%
+89
1618
$22.3K ﹤0.01%
+412
1619
$22.3K ﹤0.01%
+1,154
1620
$22.1K ﹤0.01%
+492
1621
$22.1K ﹤0.01%
+1,128
1622
$22K ﹤0.01%
+374
1623
$22K ﹤0.01%
+1,400
1624
$21.9K ﹤0.01%
+217
1625
$21.9K ﹤0.01%
+553