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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
2176
$7.14K ﹤0.01%
+375
2177
$7.14K ﹤0.01%
+590
2178
$7.13K ﹤0.01%
+448
2179
$7.12K ﹤0.01%
+75
2180
$7.08K ﹤0.01%
+450
2181
$7.02K ﹤0.01%
+115
2182
$7.01K ﹤0.01%
+107
2183
$7K ﹤0.01%
+136
2184
$6.96K ﹤0.01%
+100
2185
$6.94K ﹤0.01%
+180
2186
$6.9K ﹤0.01%
+176
2187
$6.88K ﹤0.01%
+81
2188
$6.81K ﹤0.01%
+20
2189
$6.78K ﹤0.01%
+182
2190
$6.77K ﹤0.01%
+114
2191
$6.75K ﹤0.01%
+274
2192
$6.74K ﹤0.01%
+491
2193
$6.71K ﹤0.01%
+501
2194
$6.7K ﹤0.01%
+922
2195
$6.69K ﹤0.01%
+752
2196
$6.67K ﹤0.01%
+473
2197
$6.67K ﹤0.01%
+97
2198
$6.65K ﹤0.01%
+158
2199
$6.65K ﹤0.01%
+580
2200
$6.64K ﹤0.01%
+831
86 87
88
89 90