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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
2326
$4.94K ﹤0.01%
+110
2327
$4.93K ﹤0.01%
+900
2328
$4.91K ﹤0.01%
+127
2329
$4.91K ﹤0.01%
+107
2330
$4.9K ﹤0.01%
+42
2331
$4.88K ﹤0.01%
+287
2332
$4.84K ﹤0.01%
+103
2333
$4.83K ﹤0.01%
+622
2334
$4.83K ﹤0.01%
+619
2335
$4.78K ﹤0.01%
+247
2336
$4.78K ﹤0.01%
+5,000
2337
$4.75K ﹤0.01%
+175
2338
$4.73K ﹤0.01%
+200
2339
$4.7K ﹤0.01%
+373
2340
$4.69K ﹤0.01%
+197
2341
$4.68K ﹤0.01%
+178
2342
$4.68K ﹤0.01%
+118
2343
$4.67K ﹤0.01%
+23
2344
$4.67K ﹤0.01%
+116
2345
$4.65K ﹤0.01%
+188
2346
$4.65K ﹤0.01%
+8
2347
$4.64K ﹤0.01%
+60
2348
$4.61K ﹤0.01%
+245
2349
$4.59K ﹤0.01%
+85
2350
$4.59K ﹤0.01%
+462
92 93
94
95 96