WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$40.8M
3
+$25.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$22.2M
5
CME icon
CME Group
CME
+$19.6M

Top Sells

1
+$82.9M
2
+$77.3M
3
+$40.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$38.7M
5
AAPL icon
Apple
AAPL
+$30.9M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.46M 0.02%
24,547
-946
202
$3.43M 0.02%
14,730
-1,038
203
$3.38M 0.02%
34,754
-34
204
$3.34M 0.02%
52,092
-178
205
$3.32M 0.02%
23,379
+1,500
206
$3.3M 0.02%
26,706
-616
207
$3.29M 0.02%
7,462
-33
208
$3.26M 0.02%
8,041
-32
209
$3.26M 0.02%
9,119
+1,761
210
$3.25M 0.02%
46,469
+536
211
$3.22M 0.02%
6,137
-3,213
212
$3.21M 0.02%
70,954
+3
213
$3.2M 0.02%
110,648
+3,397
214
$3.17M 0.02%
10,408
-2,448
215
$3.16M 0.02%
15,085
+496
216
$3.14M 0.02%
95,966
-16,033
217
$3.13M 0.02%
59,837
+581
218
$3.11M 0.02%
135,573
-1,268
219
$3.09M 0.02%
15,087
+1,407
220
$3.08M 0.02%
37,156
-484
221
$3.05M 0.02%
30,428
+1,403
222
$3.02M 0.02%
107,979
-11,082
223
$2.93M 0.02%
35,713
-4,982
224
$2.92M 0.02%
96,670
-59
225
$2.9M 0.02%
16,430
-40
7 8
9
10 11