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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
1826
$14.8K ﹤0.01%
+502
1827
$14.7K ﹤0.01%
+72
1828
$14.7K ﹤0.01%
+235
1829
$14.7K ﹤0.01%
+1,158
1830
$14.7K ﹤0.01%
+451
1831
$14.6K ﹤0.01%
+1,112
1832
$14.6K ﹤0.01%
+110
1833
$14.6K ﹤0.01%
+200
1834
$14.5K ﹤0.01%
+145
1835
$14.5K ﹤0.01%
+600
1836
$14.5K ﹤0.01%
+448
1837
$14.5K ﹤0.01%
+90
1838
$14.4K ﹤0.01%
+2,050
1839
$14.3K ﹤0.01%
+1,001
1840
$14.2K ﹤0.01%
+2,060
1841
$14.2K ﹤0.01%
+210
1842
$14.2K ﹤0.01%
+44
1843
$14.2K ﹤0.01%
+220
1844
$14.2K ﹤0.01%
+391
1845
$14.2K ﹤0.01%
+63
1846
$14.1K ﹤0.01%
+505
1847
$14.1K ﹤0.01%
+513
1848
$14K ﹤0.01%
+50
1849
$13.9K ﹤0.01%
+339
1850
$13.9K ﹤0.01%
+224