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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
2301
$5.29K ﹤0.01%
+503
2302
$5.28K ﹤0.01%
+1,007
2303
$5.27K ﹤0.01%
+188
2304
$5.26K ﹤0.01%
+278
2305
$5.25K ﹤0.01%
+15
2306
$5.25K ﹤0.01%
+385
2307
$5.22K ﹤0.01%
+171
2308
$5.22K ﹤0.01%
+127
2309
$5.19K ﹤0.01%
+226
2310
$5.17K ﹤0.01%
+290
2311
$5.16K ﹤0.01%
+168
2312
$5.16K ﹤0.01%
+180
2313
$5.15K ﹤0.01%
+188
2314
$5.14K ﹤0.01%
+1,012
2315
$5.14K ﹤0.01%
+279
2316
$5.13K ﹤0.01%
+644
2317
$5.12K ﹤0.01%
+38
2318
$5.12K ﹤0.01%
+304
2319
$5.07K ﹤0.01%
+24
2320
$5.05K ﹤0.01%
+80
2321
$5.03K ﹤0.01%
+194
2322
$5.01K ﹤0.01%
+1,500
2323
$5K ﹤0.01%
+114
2324
$5K ﹤0.01%
+676
2325
$4.96K ﹤0.01%
+16
91 92
93
94 95