We are live on ! Find out more
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
201
$3.4M 0.02%
9,094
-25
202
$3.38M 0.02%
62,725
+2,888
203
$3.37M 0.02%
48,718
-3,374
204
$3.32M 0.02%
79,044
-16,922
205
$3.32M 0.02%
117,398
+6,750
206
$3.31M 0.02%
5,388
+89
207
$3.22M 0.02%
140,136
+4,563
208
$3.15M 0.02%
16,650
+220
209
$3.15M 0.02%
14,607
-478
210
$3.1M 0.02%
21,898
+11,246
211
$3.1M 0.02%
37,330
+174
212
$3.07M 0.02%
35,293
-420
213
$3.05M 0.02%
22,872
-507
214
$3.04M 0.02%
30,366
-62
215
$3.04M 0.02%
39,751
+3,991
216
$2.98M 0.02%
14,653
-434
217
$2.97M 0.02%
8,934
-1,474
218
$2.96M 0.02%
43,260
-1,375
219
$2.96M 0.02%
11,343
-99
220
$2.96M 0.02%
2,536
-68
221
$2.94M 0.02%
25,798
+3,578
222
$2.92M 0.02%
13,754
+1,519
223
$2.9M 0.02%
64,638
224
$2.88M 0.02%
9,596
-302
225
$2.88M 0.02%
112,934
-123,350
7 8
9
10 11