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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
1801
$15.4K ﹤0.01%
+124
1802
$15.4K ﹤0.01%
+1,069
1803
$15.4K ﹤0.01%
+154
1804
$15.4K ﹤0.01%
+210
1805
$15.4K ﹤0.01%
+400
1806
$15.4K ﹤0.01%
+63
1807
$15.4K ﹤0.01%
+766
1808
$15.4K ﹤0.01%
+2,729
1809
$15.3K ﹤0.01%
+215
1810
$15.3K ﹤0.01%
+53
1811
$15.2K ﹤0.01%
+549
1812
$15.2K ﹤0.01%
+1,156
1813
$15.1K ﹤0.01%
+1,000
1814
$15.1K ﹤0.01%
+213
1815
$15.1K ﹤0.01%
+617
1816
$15K ﹤0.01%
+9
1817
$15K ﹤0.01%
+63
1818
$15K ﹤0.01%
+345
1819
$15K ﹤0.01%
+3,301
1820
$15K ﹤0.01%
+786
1821
$14.9K ﹤0.01%
+179
1822
$14.9K ﹤0.01%
+500
1823
$14.8K ﹤0.01%
+420
1824
$14.8K ﹤0.01%
+177
1825
$14.8K ﹤0.01%
+93