WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $19.1B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$795K 0.03%
+3,501
227
$795K 0.03%
23,088
+18,564
228
$794K 0.03%
+64,262
229
$791K 0.03%
+7,287
230
$779K 0.03%
4,397
+2,956
231
$775K 0.03%
+9,451
232
$774K 0.03%
4,956
+3,816
233
$761K 0.03%
7,954
+6,121
234
$753K 0.03%
2,604
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235
$751K 0.03%
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236
$749K 0.03%
+43,708
237
$749K 0.03%
+11,441
238
$738K 0.03%
21,711
+16,926
239
$736K 0.03%
+80,000
240
$726K 0.03%
+37,886
241
$726K 0.03%
4,100
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242
$725K 0.03%
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243
$721K 0.03%
+2,903
244
$716K 0.03%
+8,957
245
$708K 0.03%
4,287
+2,994
246
$708K 0.03%
+5,838
247
$706K 0.03%
4,895
+3,666
248
$699K 0.03%
+8,960
249
$692K 0.03%
+20,213
250
$683K 0.03%
+10,288
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