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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
2076
$8.65K ﹤0.01%
+402
2077
$8.63K ﹤0.01%
+300
2078
$8.63K ﹤0.01%
+64
2079
$8.61K ﹤0.01%
+225
2080
$8.6K ﹤0.01%
+280
2081
$8.58K ﹤0.01%
+222
2082
$8.58K ﹤0.01%
+303
2083
$8.56K ﹤0.01%
+1,500
2084
$8.55K ﹤0.01%
+794
2085
$8.55K ﹤0.01%
+162
2086
$8.54K ﹤0.01%
+419
2087
$8.53K ﹤0.01%
+160
2088
$8.51K ﹤0.01%
+148
2089
$8.47K ﹤0.01%
+295
2090
$8.47K ﹤0.01%
+290
2091
$8.46K ﹤0.01%
+105
2092
$8.45K ﹤0.01%
+284
2093
$8.43K ﹤0.01%
+232
2094
$8.42K ﹤0.01%
+250
2095
$8.4K ﹤0.01%
+286
2096
$8.39K ﹤0.01%
+225
2097
$8.38K ﹤0.01%
+27
2098
$8.38K ﹤0.01%
+260
2099
$8.37K ﹤0.01%
+120
2100
$8.36K ﹤0.01%
+206
82 83
84
85 86