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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
2201
$6.62K ﹤0.01%
+121
2202
$6.61K ﹤0.01%
+64
2203
$6.6K ﹤0.01%
+540
2204
$6.6K ﹤0.01%
+143
2205
$6.59K ﹤0.01%
+105
2206
$6.58K ﹤0.01%
+120
2207
$6.58K ﹤0.01%
+5,100
2208
$6.58K ﹤0.01%
+216
2209
$6.57K ﹤0.01%
+1,193
2210
$6.57K ﹤0.01%
+122
2211
$6.56K ﹤0.01%
+180
2212
$6.56K ﹤0.01%
+286
2213
$6.55K ﹤0.01%
+172
2214
$6.53K ﹤0.01%
+975
2215
$6.53K ﹤0.01%
+46
2216
$6.49K ﹤0.01%
+125
2217
$6.49K ﹤0.01%
+485
2218
$6.47K ﹤0.01%
+171
2219
$6.44K ﹤0.01%
+155
2220
$6.44K ﹤0.01%
+87
2221
$6.44K ﹤0.01%
+119
2222
$6.42K ﹤0.01%
+171
2223
$6.39K ﹤0.01%
+24
2224
$6.37K ﹤0.01%
+449
2225
$6.35K ﹤0.01%
+657
87 88
89
90 91