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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
1701
$19K ﹤0.01%
+927
1702
$18.9K ﹤0.01%
+1,417
1703
$18.9K ﹤0.01%
+393
1704
$18.9K ﹤0.01%
+633
1705
$18.7K ﹤0.01%
+240
1706
$18.6K ﹤0.01%
+118
1707
$18.6K ﹤0.01%
+105
1708
$18.5K ﹤0.01%
+271
1709
$18.5K ﹤0.01%
+2,016
1710
$18.5K ﹤0.01%
+917
1711
$18.4K ﹤0.01%
+369
1712
$18.4K ﹤0.01%
+900
1713
$18.3K ﹤0.01%
+2,000
1714
$18.3K ﹤0.01%
+122
1715
$18.3K ﹤0.01%
+521
1716
$18.2K ﹤0.01%
+944
1717
$18.1K ﹤0.01%
+228
1718
$18K ﹤0.01%
+121
1719
$18K ﹤0.01%
+263
1720
$18K ﹤0.01%
+559
1721
$17.9K ﹤0.01%
+327
1722
$17.8K ﹤0.01%
+143
1723
$17.8K ﹤0.01%
+707
1724
$17.7K ﹤0.01%
+506
1725
$17.7K ﹤0.01%
+448
67 68
69
70 71