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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
1751
$16.7K ﹤0.01%
+132
1752
$16.7K ﹤0.01%
+249
1753
$16.7K ﹤0.01%
+315
1754
$16.6K ﹤0.01%
+495
1755
$16.6K ﹤0.01%
+547
1756
$16.6K ﹤0.01%
+80
1757
$16.6K ﹤0.01%
+230
1758
$16.6K ﹤0.01%
+196
1759
$16.6K ﹤0.01%
+165
1760
$16.5K ﹤0.01%
+736
1761
$16.5K ﹤0.01%
+112
1762
$16.5K ﹤0.01%
+421
1763
$16.5K ﹤0.01%
+179
1764
$16.5K ﹤0.01%
+1,927
1765
$16.4K ﹤0.01%
+773
1766
$16.4K ﹤0.01%
+2,140
1767
$16.4K ﹤0.01%
+396
1768
$16.4K ﹤0.01%
+132
1769
$16.3K ﹤0.01%
+2,670
1770
$16.3K ﹤0.01%
+281
1771
$16.3K ﹤0.01%
+221
1772
$16.3K ﹤0.01%
+651
1773
$16.2K ﹤0.01%
+1,272
1774
$16.2K ﹤0.01%
+128
1775
$16.2K ﹤0.01%
+281