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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
176
$4.45M 0.02%
13,516
+497
177
$4.42M 0.02%
25,890
-190
178
$4.38M 0.02%
45,644
-884
179
$4.33M 0.02%
95,248
180
$4.19M 0.02%
11,340
-618
181
$4.17M 0.02%
16,014
+3,011
182
$4.12M 0.02%
89,316
-15,691
183
$4.03M 0.02%
48,034
-1,240
184
$4.01M 0.02%
11,621
-1,472
185
$3.96M 0.02%
29,395
-74
186
$3.94M 0.02%
168,436
-652
187
$3.93M 0.02%
27,182
+476
188
$3.92M 0.02%
57,756
-1,058
189
$3.85M 0.02%
82,006
+1,654
190
$3.83M 0.02%
42,713
-876
191
$3.82M 0.02%
15,216
-1,280
192
$3.82M 0.02%
55,818
-6,504
193
$3.78M 0.02%
74,290
-1,968
194
$3.69M 0.02%
37,660
-313
195
$3.67M 0.02%
11,054
-207
196
$3.64M 0.02%
7,841
+379
197
$3.59M 0.02%
27,352
+12,838
198
$3.58M 0.02%
74,140
-5,042
199
$3.52M 0.02%
22,143
-2,404
200
$3.51M 0.02%
31,720
+16,250
6 7
8
9 10