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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
1876
$13.1K ﹤0.01%
+137
1877
$13.1K ﹤0.01%
+53
1878
$13K ﹤0.01%
+273
1879
$13K ﹤0.01%
+511
1880
$13K ﹤0.01%
+183
1881
$12.9K ﹤0.01%
+720
1882
$12.9K ﹤0.01%
+49
1883
$12.8K ﹤0.01%
+263
1884
$12.8K ﹤0.01%
+513
1885
$12.7K ﹤0.01%
+116
1886
$12.7K ﹤0.01%
+207
1887
$12.7K ﹤0.01%
+723
1888
$12.7K ﹤0.01%
+510
1889
$12.7K ﹤0.01%
+344
1890
$12.6K ﹤0.01%
+274
1891
$12.6K ﹤0.01%
+834
1892
$12.6K ﹤0.01%
+187
1893
$12.6K ﹤0.01%
+152
1894
$12.6K ﹤0.01%
+776
1895
$12.6K ﹤0.01%
+376
1896
$12.6K ﹤0.01%
+300
1897
$12.5K ﹤0.01%
+977
1898
$12.5K ﹤0.01%
+1,350
1899
$12.5K ﹤0.01%
+591
1900
$12.4K ﹤0.01%
+145