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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
1901
$12.3K ﹤0.01%
+327
1902
$12.3K ﹤0.01%
+328
1903
$12.2K ﹤0.01%
+843
1904
$12.2K ﹤0.01%
+126
1905
$12.2K ﹤0.01%
+2,546
1906
$12.2K ﹤0.01%
+92
1907
$12.2K ﹤0.01%
+247
1908
$12.1K ﹤0.01%
+579
1909
$12.1K ﹤0.01%
+399
1910
$12.1K ﹤0.01%
+185
1911
$12.1K ﹤0.01%
10,045
1912
$12K ﹤0.01%
+76
1913
$12K ﹤0.01%
+5,545
1914
$12K ﹤0.01%
+307
1915
$11.9K ﹤0.01%
+787
1916
$11.9K ﹤0.01%
+160
1917
$11.9K ﹤0.01%
+192
1918
$11.9K ﹤0.01%
+353
1919
$11.8K ﹤0.01%
+131
1920
$11.8K ﹤0.01%
+199
1921
$11.8K ﹤0.01%
+206
1922
$11.8K ﹤0.01%
+713
1923
$11.8K ﹤0.01%
+300
1924
$11.8K ﹤0.01%
+101
1925
$11.8K ﹤0.01%
+390
75 76
77
78 79