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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
1726
$17.7K ﹤0.01%
+143
1727
$17.6K ﹤0.01%
+102
1728
$17.5K ﹤0.01%
+459
1729
$17.5K ﹤0.01%
+260
1730
$17.5K ﹤0.01%
+329
1731
$17.5K ﹤0.01%
+7,500
1732
$17.4K ﹤0.01%
+500
1733
$17.4K ﹤0.01%
+214
1734
$17.3K ﹤0.01%
+182
1735
$17.3K ﹤0.01%
+628
1736
$17.3K ﹤0.01%
+40
1737
$17.3K ﹤0.01%
+484
1738
$17.3K ﹤0.01%
+320
1739
$17.2K ﹤0.01%
+336
1740
$17.2K ﹤0.01%
+476
1741
$17.2K ﹤0.01%
+302
1742
$17.2K ﹤0.01%
+323
1743
$17.2K ﹤0.01%
+965
1744
$17.2K ﹤0.01%
+832
1745
$17.1K ﹤0.01%
+258
1746
$17K ﹤0.01%
+40
1747
$16.9K ﹤0.01%
+557
1748
$16.9K ﹤0.01%
+69
1749
$16.9K ﹤0.01%
+184
1750
$16.8K ﹤0.01%
+126