WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$40.8M
3
+$25.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$22.2M
5
CME icon
CME Group
CME
+$19.6M

Top Sells

1
+$82.9M
2
+$77.3M
3
+$40.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$38.7M
5
AAPL icon
Apple
AAPL
+$30.9M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.14M 0.02%
24,002
-42
177
$4.08M 0.02%
13,093
-1,014
178
$3.97M 0.02%
29,489
+885
179
$3.95M 0.02%
169,088
+2,854
180
$3.93M 0.02%
80,352
+30,486
181
$3.9M 0.02%
26,080
+331
182
$3.9M 0.02%
49,274
+179
183
$3.87M 0.02%
95,248
-2,290
184
$3.83M 0.02%
5,778
+507
185
$3.83M 0.02%
76,258
-391,697
186
$3.79M 0.02%
11,030
+920
187
$3.73M 0.02%
58,814
+2,378
188
$3.72M 0.02%
5,258
+389
189
$3.7M 0.02%
43,589
-5
190
$3.69M 0.02%
37,973
-9,604
191
$3.66M 0.02%
16,496
+416
192
$3.62M 0.02%
7,808
+246
193
$3.59M 0.02%
11,261
+21
194
$3.58M 0.02%
28,302
+3,738
195
$3.58M 0.02%
79,182
+1,266
196
$3.57M 0.02%
3,036
197
$3.55M 0.02%
13,003
-545
198
$3.54M 0.02%
29,469
+28
199
$3.53M 0.02%
97,683
+38,145
200
$3.52M 0.02%
59,973
+1,640
6 7
8
9 10