We are live on ! Find out more
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
1
$3.52B 18.4%
5,257,772
+51,400
2
$1.5B 7.86%
25,074,822
+2,287,876
3
$1.41B 7.4%
2,309,620
-1,680
4
$974M 5.09%
14,918,070
+96,748
5
$810M 4.24%
11,032,156
+593,518
6
$772M 4.04%
28,281,342
-701,458
7
$659M 3.45%
2,009,444
+37,140
8
$503M 2.63%
21,589,034
+63,678
9
$484M 2.53%
8,927,078
+587,794
10
$443M 2.31%
5,537,304
+155,448
11
$441M 2.31%
3,714,872
+16,736
12
$384M 2.01%
7,587,484
+645,690
13
$355M 1.86%
4,831,440
-40,240
14
$345M 1.8%
1,646,332
+17,472
15
$320M 1.68%
1,040,972
-55,906
16
$296M 1.55%
7,678,851
-186,850
17
$294M 1.54%
441,443
+7,759
18
$205M 1.07%
4,389,443
+48,964
19
$202M 1.06%
793,728
-7,532
20
$157M 0.82%
2,204,742
+124,874
21
$151M 0.79%
5,730,856
-111,468
22
$113M 0.59%
442,634
-5,837
23
$112M 0.59%
1,704,967
-13,887
24
$112M 0.58%
215,492
-228,882
25
$108M 0.57%
580,510
-2,556
1
2 3 4 5