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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
2051
$9.14K ﹤0.01%
+251
2052
$9.09K ﹤0.01%
+75
2053
$9.09K ﹤0.01%
+698
2054
$9.07K ﹤0.01%
+375
2055
$9.06K ﹤0.01%
+433
2056
$9.05K ﹤0.01%
+105
2057
$9.04K ﹤0.01%
+107
2058
$9.04K ﹤0.01%
+230
2059
$9K ﹤0.01%
+180
2060
$8.98K ﹤0.01%
+52
2061
$8.98K ﹤0.01%
+161
2062
$8.95K ﹤0.01%
+160
2063
$8.95K ﹤0.01%
+1,489
2064
$8.95K ﹤0.01%
+256
2065
$8.94K ﹤0.01%
+500
2066
$8.87K ﹤0.01%
+168
2067
$8.86K ﹤0.01%
+100
2068
$8.85K ﹤0.01%
+93
2069
$8.83K ﹤0.01%
+67
2070
$8.79K ﹤0.01%
+67
2071
$8.76K ﹤0.01%
+973
2072
$8.75K ﹤0.01%
+247
2073
$8.7K ﹤0.01%
+1,169
2074
$8.68K ﹤0.01%
+137
2075
$8.67K ﹤0.01%
+243