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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 Buys

1
+$133M
2
+$42.1M
3
+$41.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.1M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$32.5M

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
1851
$13.9K ﹤0.01%
+2,741
1852
$13.9K ﹤0.01%
+93
1853
$13.8K ﹤0.01%
+268
1854
$13.8K ﹤0.01%
+1,153
1855
$13.8K ﹤0.01%
+165
1856
$13.7K ﹤0.01%
+114
1857
$13.7K ﹤0.01%
+450
1858
$13.7K ﹤0.01%
+409
1859
$13.7K ﹤0.01%
+1,139
1860
$13.6K ﹤0.01%
+161
1861
$13.6K ﹤0.01%
+714
1862
$13.5K ﹤0.01%
+640
1863
$13.5K ﹤0.01%
+1,328
1864
$13.5K ﹤0.01%
3,987
-6,841
1865
$13.5K ﹤0.01%
+144
1866
$13.5K ﹤0.01%
+1,215
1867
$13.5K ﹤0.01%
+310
1868
$13.5K ﹤0.01%
+454
1869
$13.4K ﹤0.01%
+300
1870
$13.3K ﹤0.01%
+1,500
1871
$13.3K ﹤0.01%
+209
1872
$13.2K ﹤0.01%
+280
1873
$13.2K ﹤0.01%
+179
1874
$13.2K ﹤0.01%
+162
1875
$13.2K ﹤0.01%
+82
73 74
75
76 77