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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
2276
$5.57K ﹤0.01%
+360
2277
$5.53K ﹤0.01%
+211
2278
$5.53K ﹤0.01%
+32
2279
$5.51K ﹤0.01%
+65
2280
$5.5K ﹤0.01%
+76
2281
$5.49K ﹤0.01%
+115
2282
$5.49K ﹤0.01%
+421
2283
$5.49K ﹤0.01%
+611
2284
$5.47K ﹤0.01%
+173
2285
$5.47K ﹤0.01%
+90
2286
$5.46K ﹤0.01%
+148
2287
$5.46K ﹤0.01%
+45
2288
$5.46K ﹤0.01%
+163
2289
$5.45K ﹤0.01%
+253
2290
$5.44K ﹤0.01%
+220
2291
$5.43K ﹤0.01%
+1,008
2292
$5.43K ﹤0.01%
+668
2293
$5.43K ﹤0.01%
+1,000
2294
$5.36K ﹤0.01%
+50
2295
$5.36K ﹤0.01%
+212
2296
$5.35K ﹤0.01%
+216
2297
$5.34K ﹤0.01%
+221
2298
$5.3K ﹤0.01%
+383
2299
$5.29K ﹤0.01%
+160
2300
$5.29K ﹤0.01%
+160
90 91
92
93 94