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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
1626
$21.9K ﹤0.01%
+319
1627
$21.8K ﹤0.01%
+994
1628
$21.8K ﹤0.01%
+79
1629
$21.8K ﹤0.01%
+347
1630
$21.7K ﹤0.01%
+443
1631
$21.7K ﹤0.01%
+235
1632
$21.6K ﹤0.01%
+500
1633
$21.6K ﹤0.01%
+72
1634
$21.6K ﹤0.01%
+283
1635
$21.5K ﹤0.01%
+633
1636
$21.5K ﹤0.01%
+92
1637
$21.5K ﹤0.01%
+320
1638
$21.5K ﹤0.01%
+132
1639
$21.5K ﹤0.01%
+264
1640
$21.4K ﹤0.01%
+171
1641
$21.4K ﹤0.01%
+160
1642
$21.4K ﹤0.01%
+393
1643
$21.3K ﹤0.01%
+210
1644
$21.3K ﹤0.01%
+73
1645
$21.3K ﹤0.01%
+275
1646
$21.2K ﹤0.01%
+297
1647
$21.2K ﹤0.01%
+144
1648
$21.2K ﹤0.01%
+354
1649
$21.1K ﹤0.01%
+252
1650
$21.1K ﹤0.01%
+126