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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
1926
$11.8K ﹤0.01%
+474
1927
$11.7K ﹤0.01%
+421
1928
$11.7K ﹤0.01%
+525
1929
$11.7K ﹤0.01%
+355
1930
$11.7K ﹤0.01%
+500
1931
$11.7K ﹤0.01%
+347
1932
$11.7K ﹤0.01%
+636
1933
$11.6K ﹤0.01%
+410
1934
$11.6K ﹤0.01%
+172
1935
$11.6K ﹤0.01%
+14
1936
$11.6K ﹤0.01%
+927
1937
$11.5K ﹤0.01%
+207
1938
$11.5K ﹤0.01%
+117
1939
$11.4K ﹤0.01%
+122
1940
$11.4K ﹤0.01%
+211
1941
$11.4K ﹤0.01%
+184
1942
$11.4K ﹤0.01%
+593
1943
$11.4K ﹤0.01%
+37
1944
$11.4K ﹤0.01%
+100
1945
$11.4K ﹤0.01%
+214
1946
$11.4K ﹤0.01%
+591
1947
$11.3K ﹤0.01%
+64
1948
$11.3K ﹤0.01%
+103
1949
$11.3K ﹤0.01%
+68
1950
$11.2K ﹤0.01%
+145