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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
1651
$21K ﹤0.01%
+1,700
1652
$21K ﹤0.01%
+500
1653
$21K ﹤0.01%
+263
1654
$20.9K ﹤0.01%
+115
1655
$20.9K ﹤0.01%
+109
1656
$20.9K ﹤0.01%
+66
1657
$20.8K ﹤0.01%
+401
1658
$20.7K ﹤0.01%
10,000
1659
$20.7K ﹤0.01%
+248
1660
$20.7K ﹤0.01%
+1,600
1661
$20.7K ﹤0.01%
+69
1662
$20.6K ﹤0.01%
+1,627
1663
$20.6K ﹤0.01%
+347
1664
$20.6K ﹤0.01%
+375
1665
$20.5K ﹤0.01%
+215
1666
$20.4K ﹤0.01%
+642
1667
$20.4K ﹤0.01%
+131
1668
$20.4K ﹤0.01%
+197
1669
$20.4K ﹤0.01%
+790
1670
$20.3K ﹤0.01%
+1,645
1671
$20.3K ﹤0.01%
+460
1672
$20.2K ﹤0.01%
+2,240
1673
$20.1K ﹤0.01%
+246
1674
$20K ﹤0.01%
+521
1675
$19.9K ﹤0.01%
+260
65 66
67
68 69