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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
2151
$7.48K ﹤0.01%
+114
2152
$7.46K ﹤0.01%
+165
2153
$7.45K ﹤0.01%
+387
2154
$7.45K ﹤0.01%
+143
2155
$7.43K ﹤0.01%
+62
2156
$7.4K ﹤0.01%
+2,000
2157
$7.39K ﹤0.01%
+52
2158
$7.38K ﹤0.01%
+68
2159
$7.37K ﹤0.01%
+891
2160
$7.34K ﹤0.01%
+73
2161
$7.31K ﹤0.01%
+218
2162
$7.31K ﹤0.01%
+216
2163
$7.3K ﹤0.01%
+77
2164
$7.29K ﹤0.01%
+155
2165
$7.28K ﹤0.01%
+1,196
2166
$7.28K ﹤0.01%
+300
2167
$7.27K ﹤0.01%
+151
2168
$7.26K ﹤0.01%
+294
2169
$7.25K ﹤0.01%
+239
2170
$7.24K ﹤0.01%
+212
2171
$7.23K ﹤0.01%
+140
2172
$7.23K ﹤0.01%
+100
2173
$7.22K ﹤0.01%
+453
2174
$7.18K ﹤0.01%
+245
2175
$7.17K ﹤0.01%
+350
85 86
87
88 89