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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
2126
$7.88K ﹤0.01%
+45
2127
$7.83K ﹤0.01%
+328
2128
$7.83K ﹤0.01%
+259
2129
$7.82K ﹤0.01%
+288
2130
$7.79K ﹤0.01%
+56
2131
$7.78K ﹤0.01%
+172
2132
$7.76K ﹤0.01%
+103
2133
$7.76K ﹤0.01%
+300
2134
$7.75K ﹤0.01%
+228
2135
$7.75K ﹤0.01%
+112
2136
$7.73K ﹤0.01%
+120
2137
$7.73K ﹤0.01%
+227
2138
$7.71K ﹤0.01%
+1,000
2139
$7.71K ﹤0.01%
+39
2140
$7.71K ﹤0.01%
+223
2141
$7.67K ﹤0.01%
+268
2142
$7.64K ﹤0.01%
+1,185
2143
$7.62K ﹤0.01%
+159
2144
$7.6K ﹤0.01%
+137
2145
$7.6K ﹤0.01%
+50
2146
$7.57K ﹤0.01%
+182
2147
$7.54K ﹤0.01%
+219
2148
$7.53K ﹤0.01%
+1,566
2149
$7.52K ﹤0.01%
+72
2150
$7.5K ﹤0.01%
+99
84 85
86
87 88