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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 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
2251
$5.83K ﹤0.01%
+143
2252
$5.82K ﹤0.01%
+64
2253
$5.82K ﹤0.01%
+82
2254
$5.82K ﹤0.01%
+374
2255
$5.82K ﹤0.01%
+411
2256
$5.8K ﹤0.01%
+317
2257
$5.8K ﹤0.01%
+137
2258
$5.8K ﹤0.01%
+83
2259
$5.8K ﹤0.01%
+207
2260
$5.77K ﹤0.01%
+1,000
2261
$5.76K ﹤0.01%
+146
2262
$5.74K ﹤0.01%
+3,700
2263
$5.7K ﹤0.01%
+137
2264
$5.69K ﹤0.01%
+297
2265
$5.68K ﹤0.01%
+154
2266
$5.63K ﹤0.01%
+266
2267
$5.63K ﹤0.01%
+106
2268
$5.63K ﹤0.01%
+1,086
2269
$5.62K ﹤0.01%
+29
2270
$5.62K ﹤0.01%
+215
2271
$5.6K ﹤0.01%
+500
2272
$5.58K ﹤0.01%
+684
2273
$5.58K ﹤0.01%
+217
2274
$5.58K ﹤0.01%
+399
2275
$5.57K ﹤0.01%
+77