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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
2451
$3.31K ﹤0.01%
+95
2452
$3.27K ﹤0.01%
+180
2453
$3.25K ﹤0.01%
+414
2454
$3.25K ﹤0.01%
+57
2455
$3.22K ﹤0.01%
+68
2456
$3.21K ﹤0.01%
+63
2457
$3.19K ﹤0.01%
+48
2458
$3.18K ﹤0.01%
+19
2459
$3.17K ﹤0.01%
+29
2460
$3.14K ﹤0.01%
+69
2461
$3.13K ﹤0.01%
+128
2462
$3.12K ﹤0.01%
+222
2463
$3.11K ﹤0.01%
+65
2464
$3.1K ﹤0.01%
+487
2465
$3.1K ﹤0.01%
+250
2466
$3.08K ﹤0.01%
+82
2467
$3.04K ﹤0.01%
+86
2468
$3.04K ﹤0.01%
+59
2469
$3.04K ﹤0.01%
+75
2470
$3.02K ﹤0.01%
+150
2471
$3.02K ﹤0.01%
+57
2472
$3.01K ﹤0.01%
+148
2473
$3.01K ﹤0.01%
+236
2474
$2.99K ﹤0.01%
+74
2475
$2.99K ﹤0.01%
+118
97 98
99
100 101