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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
2226
$6.35K ﹤0.01%
+82
2227
$6.34K ﹤0.01%
+260
2228
$6.33K ﹤0.01%
+117
2229
$6.33K ﹤0.01%
+35
2230
$6.27K ﹤0.01%
+67
2231
$6.27K ﹤0.01%
+75
2232
$6.26K ﹤0.01%
+27
2233
$6.23K ﹤0.01%
+79
2234
$6.21K ﹤0.01%
+657
2235
$6.21K ﹤0.01%
+632
2236
$6.2K ﹤0.01%
+251
2237
$6.19K ﹤0.01%
+400
2238
$6.11K ﹤0.01%
+164
2239
$6.1K ﹤0.01%
+27
2240
$6.07K ﹤0.01%
+80
2241
$6.04K ﹤0.01%
+19
2242
$6.01K ﹤0.01%
+67
2243
$6K ﹤0.01%
+516
2244
$5.98K ﹤0.01%
+241
2245
$5.92K ﹤0.01%
+238
2246
$5.89K ﹤0.01%
+181
2247
$5.89K ﹤0.01%
+216
2248
$5.87K ﹤0.01%
+94
2249
$5.84K ﹤0.01%
+161
2250
$5.83K ﹤0.01%
+110
88 89
90
91 92