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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
151
$6M 0.03%
603,279
-1,863
152
$5.95M 0.03%
111,432
+1,966
153
$5.92M 0.03%
220,285
-1,004
154
$5.84M 0.03%
41,066
+1,926
155
$5.77M 0.03%
68,878
-5,614
156
$5.48M 0.03%
200,897
-15,214
157
$5.43M 0.03%
245,114
-48,129
158
$5.35M 0.03%
203,304
+107,802
159
$5.31M 0.03%
116,577
-19,427
160
$5.29M 0.03%
37,840
+8
161
$5.23M 0.03%
120,491
-1,659
162
$5.22M 0.03%
22,082
-642
163
$5.21M 0.03%
37,080
-40,948
164
$5.17M 0.03%
38,623
+1,125
165
$5.15M 0.03%
201,569
+8,768
166
$5.05M 0.03%
69,416
-3,440
167
$4.97M 0.03%
6,239
+981
168
$4.96M 0.03%
35,208
+6,906
169
$4.94M 0.03%
74,788
+14,815
170
$4.92M 0.03%
95,462
-8,796
171
$4.85M 0.03%
60,320
+2,250
172
$4.78M 0.03%
52,105
+3,313
173
$4.58M 0.02%
40,018
+20,684
174
$4.46M 0.02%
118,099
-54,109
175
$4.46M 0.02%
47,760
+1,536
5 6
7
8 9