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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
2376
$4.24K ﹤0.01%
+269
2377
$4.24K ﹤0.01%
+38
2378
$4.23K ﹤0.01%
+117
2379
$4.22K ﹤0.01%
+157
2380
$4.21K ﹤0.01%
+294
2381
$4.2K ﹤0.01%
+23
2382
$4.18K ﹤0.01%
+45
2383
$4.17K ﹤0.01%
+444
2384
$4.17K ﹤0.01%
+117
2385
$4.15K ﹤0.01%
+90
2386
$4.11K ﹤0.01%
+165
2387
$4.09K ﹤0.01%
+111
2388
$4.09K ﹤0.01%
+86
2389
$4.09K ﹤0.01%
+72
2390
$4.08K ﹤0.01%
+8
2391
$4.07K ﹤0.01%
+88
2392
$4.06K ﹤0.01%
+141
2393
$4.05K ﹤0.01%
+147
2394
$4.04K ﹤0.01%
+41
2395
$4.01K ﹤0.01%
+51
2396
$4.01K ﹤0.01%
+72
2397
$4.01K ﹤0.01%
+330
2398
$3.97K ﹤0.01%
+790
2399
$3.96K ﹤0.01%
+186
2400
$3.95K ﹤0.01%
+143
94 95
96
97 98