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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
1776
$16.2K ﹤0.01%
+216
1777
$16.2K ﹤0.01%
+154
1778
$16.1K ﹤0.01%
+180
1779
$16K ﹤0.01%
+245
1780
$16K ﹤0.01%
+327
1781
$16K ﹤0.01%
+1,011
1782
$16K ﹤0.01%
+114
1783
$16K ﹤0.01%
+512
1784
$16K ﹤0.01%
+200
1785
$16K ﹤0.01%
+167
1786
$16K ﹤0.01%
+240
1787
$16K ﹤0.01%
+2,170
1788
$16K ﹤0.01%
+1,064
1789
$15.9K ﹤0.01%
+208
1790
$15.8K ﹤0.01%
+527
1791
$15.7K ﹤0.01%
235
-7,322
1792
$15.6K ﹤0.01%
+1,352
1793
$15.6K ﹤0.01%
+121
1794
$15.6K ﹤0.01%
+320
1795
$15.6K ﹤0.01%
+52
1796
$15.6K ﹤0.01%
+92
1797
$15.6K ﹤0.01%
+409
1798
$15.5K ﹤0.01%
+367
1799
$15.5K ﹤0.01%
+128
1800
$15.5K ﹤0.01%
+189