WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$40.8M
3
+$25.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$22.2M
5
CME icon
CME Group
CME
+$19.6M

Top Sells

1
+$82.9M
2
+$77.3M
3
+$40.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$38.7M
5
AAPL icon
Apple
AAPL
+$30.9M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.73M 0.03%
236,284
+6,620
152
$5.71M 0.03%
123,135
-18,723
153
$5.66M 0.03%
193,696
+6,064
154
$5.57M 0.03%
83,352
+33,582
155
$5.28M 0.03%
109,466
+11,732
156
$5.23M 0.03%
22,724
-5,668
157
$5.2M 0.03%
39,140
-108,604
158
$5.1M 0.03%
37,498
+76
159
$5M 0.03%
37,832
+2,360
160
$4.93M 0.03%
104,258
-26,952
161
$4.91M 0.03%
20,596
-792
162
$4.78M 0.03%
122,150
-345,388
163
$4.76M 0.03%
192,801
-7,605
164
$4.73M 0.03%
11,958
+6,332
165
$4.68M 0.03%
+71,957
166
$4.63M 0.03%
9,252
+422
167
$4.54M 0.03%
72,856
-11,674
168
$4.53M 0.03%
20,701
-326
169
$4.5M 0.03%
105,007
+1,111
170
$4.48M 0.03%
48,792
+3,911
171
$4.37M 0.02%
11,246
+6,046
172
$4.32M 0.02%
62,322
-1,334
173
$4.25M 0.02%
11,614
-1,210
174
$4.23M 0.02%
46,528
-1,986
175
$4.2M 0.02%
13,019
-191
5 6
7
8 9