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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
2351
$4.57K ﹤0.01%
+89
2352
$4.56K ﹤0.01%
+80
2353
$4.55K ﹤0.01%
+21
2354
$4.53K ﹤0.01%
+688
2355
$4.49K ﹤0.01%
+174
2356
$4.48K ﹤0.01%
+92
2357
$4.47K ﹤0.01%
+218
2358
$4.46K ﹤0.01%
+1,914
2359
$4.41K ﹤0.01%
+244
2360
$4.41K ﹤0.01%
+117
2361
$4.39K ﹤0.01%
+1,408
2362
$4.39K ﹤0.01%
+69
2363
$4.36K ﹤0.01%
+214
2364
$4.35K ﹤0.01%
+82
2365
$4.32K ﹤0.01%
+74
2366
$4.31K ﹤0.01%
+53
2367
$4.3K ﹤0.01%
+81
2368
$4.3K ﹤0.01%
+75
2369
$4.3K ﹤0.01%
+53
2370
$4.26K ﹤0.01%
+37
2371
$4.25K ﹤0.01%
+80
2372
$4.24K ﹤0.01%
+114
2373
$4.24K ﹤0.01%
+150
2374
$4.24K ﹤0.01%
+210
2375
$4.24K ﹤0.01%
+32
93 94
95
96 97