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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
2101
$8.36K ﹤0.01%
+331
2102
$8.35K ﹤0.01%
+58
2103
$8.32K ﹤0.01%
+90
2104
$8.31K ﹤0.01%
+376
2105
$8.24K ﹤0.01%
+97
2106
$8.24K ﹤0.01%
+493
2107
$8.21K ﹤0.01%
+257
2108
$8.21K ﹤0.01%
+296
2109
$8.2K ﹤0.01%
+164
2110
$8.17K ﹤0.01%
+158
2111
$8.12K ﹤0.01%
+104
2112
$8.1K ﹤0.01%
+126
2113
$8.09K ﹤0.01%
+1,046
2114
$8.07K ﹤0.01%
+197
2115
$8.06K ﹤0.01%
+78
2116
$8.05K ﹤0.01%
+232
2117
$8.04K ﹤0.01%
+500
2118
$8.03K ﹤0.01%
+50
2119
$8.03K ﹤0.01%
+96
2120
$8.02K ﹤0.01%
+311
2121
$8.02K ﹤0.01%
+160
2122
$7.94K ﹤0.01%
+488
2123
$7.93K ﹤0.01%
+528
2124
$7.92K ﹤0.01%
+147
2125
$7.88K ﹤0.01%
+150
83 84
85
86 87