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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
1951
$11.2K ﹤0.01%
+357
1952
$11.2K ﹤0.01%
+71
1953
$11.1K ﹤0.01%
+412
1954
$11.1K ﹤0.01%
+663
1955
$11.1K ﹤0.01%
+2,126
1956
$11.1K ﹤0.01%
+249
1957
$11.1K ﹤0.01%
+513
1958
$11.1K ﹤0.01%
+3,169
1959
$11.1K ﹤0.01%
+1,000
1960
$11K ﹤0.01%
+318
1961
$11K ﹤0.01%
+58
1962
$11K ﹤0.01%
+68
1963
$10.9K ﹤0.01%
+131
1964
$10.9K ﹤0.01%
+265
1965
$10.9K ﹤0.01%
+105
1966
$10.9K ﹤0.01%
+150
1967
$10.9K ﹤0.01%
+213
1968
$10.8K ﹤0.01%
+700
1969
$10.8K ﹤0.01%
+299
1970
$10.8K ﹤0.01%
+274
1971
$10.8K ﹤0.01%
+125
1972
$10.8K ﹤0.01%
+500
1973
$10.8K ﹤0.01%
+247
1974
$10.8K ﹤0.01%
+250
1975
$10.8K ﹤0.01%
+124