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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
1976
$10.7K ﹤0.01%
+589
1977
$10.7K ﹤0.01%
+67
1978
$10.7K ﹤0.01%
+368
1979
$10.7K ﹤0.01%
+114
1980
$10.6K ﹤0.01%
+2,192
1981
$10.5K ﹤0.01%
+251
1982
$10.5K ﹤0.01%
+443
1983
$10.4K ﹤0.01%
+441
1984
$10.4K ﹤0.01%
+125
1985
$10.4K ﹤0.01%
+509
1986
$10.4K ﹤0.01%
+83
1987
$10.4K ﹤0.01%
+50
1988
$10.4K ﹤0.01%
+595
1989
$10.3K ﹤0.01%
+76
1990
$10.3K ﹤0.01%
+469
1991
$10.3K ﹤0.01%
+52
1992
$10.2K ﹤0.01%
+516
1993
$10.2K ﹤0.01%
+509
1994
$10.2K ﹤0.01%
+568
1995
$10.2K ﹤0.01%
+1,000
1996
$10.1K ﹤0.01%
+890
1997
$10.1K ﹤0.01%
+283
1998
$10.1K ﹤0.01%
+655
1999
$10.1K ﹤0.01%
+134
2000
$10K ﹤0.01%
+191
78 79
80
81 82