We are live on ! Find out more
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
2001
$10K ﹤0.01%
+228
2002
$9.99K ﹤0.01%
+97
2003
$9.98K ﹤0.01%
+411
2004
$9.98K ﹤0.01%
+152
2005
$9.96K ﹤0.01%
+232
2006
$9.94K ﹤0.01%
+1,119
2007
$9.93K ﹤0.01%
+57
2008
$9.91K ﹤0.01%
28,134
2009
$9.91K ﹤0.01%
+144
2010
$9.88K ﹤0.01%
+1,350
2011
$9.83K ﹤0.01%
+656
2012
$9.82K ﹤0.01%
+134
2013
$9.82K ﹤0.01%
+318
2014
$9.81K ﹤0.01%
+57
2015
$9.81K ﹤0.01%
+395
2016
$9.79K ﹤0.01%
+1,030
2017
$9.78K ﹤0.01%
+162
2018
$9.76K ﹤0.01%
+127
2019
$9.76K ﹤0.01%
+87
2020
$9.76K ﹤0.01%
+750
2021
$9.76K ﹤0.01%
+150
2022
$9.74K ﹤0.01%
+58
2023
$9.74K ﹤0.01%
+285
2024
$9.73K ﹤0.01%
+115
2025
$9.64K ﹤0.01%
+32
79 80
81
82 83