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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
2426
$3.67K ﹤0.01%
+109
2427
$3.66K ﹤0.01%
+57
2428
$3.66K ﹤0.01%
+1,030
2429
$3.65K ﹤0.01%
+49
2430
$3.65K ﹤0.01%
+1
2431
$3.64K ﹤0.01%
+248
2432
$3.63K ﹤0.01%
+80
2433
$3.63K ﹤0.01%
+479
2434
$3.61K ﹤0.01%
+450
2435
$3.56K ﹤0.01%
+111
2436
$3.56K ﹤0.01%
+29
2437
$3.55K ﹤0.01%
+386
2438
$3.5K ﹤0.01%
+1,248
2439
$3.49K ﹤0.01%
+155
2440
$3.49K ﹤0.01%
+115
2441
$3.48K ﹤0.01%
+214
2442
$3.47K ﹤0.01%
+503
2443
$3.42K ﹤0.01%
+330
2444
$3.39K ﹤0.01%
+29
2445
$3.38K ﹤0.01%
+751
2446
$3.38K ﹤0.01%
+42
2447
$3.37K ﹤0.01%
+28
2448
$3.37K ﹤0.01%
+169
2449
$3.35K ﹤0.01%
+803
2450
$3.33K ﹤0.01%
+257
96 97
98
99 100