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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
2401
$3.94K ﹤0.01%
+39
2402
$3.92K ﹤0.01%
+146
2403
$3.91K ﹤0.01%
+100
2404
$3.9K ﹤0.01%
+522
2405
$3.9K ﹤0.01%
+181
2406
$3.89K ﹤0.01%
+109
2407
$3.89K ﹤0.01%
+117
2408
$3.89K ﹤0.01%
+443
2409
$3.86K ﹤0.01%
+201
2410
$3.85K ﹤0.01%
+50
2411
$3.85K ﹤0.01%
+100
2412
$3.84K ﹤0.01%
+250
2413
$3.82K ﹤0.01%
+50
2414
$3.82K ﹤0.01%
+15
2415
$3.81K ﹤0.01%
+34
2416
$3.79K ﹤0.01%
+664
2417
$3.79K ﹤0.01%
+61
2418
$3.78K ﹤0.01%
+1,000
2419
$3.74K ﹤0.01%
+589
2420
$3.72K ﹤0.01%
+244
2421
$3.72K ﹤0.01%
+45
2422
$3.7K ﹤0.01%
+82
2423
$3.7K ﹤0.01%
+132
2424
$3.69K ﹤0.01%
+5
2425
$3.68K ﹤0.01%
+393
95 96
97
98 99