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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$331K 0.02%
1,142
+36
227
$326K 0.02%
2,221
+684
228
$323K 0.02%
1,908
-204
229
$321K 0.02%
4,162
+58
230
$319K 0.02%
4,430
+814
231
$318K 0.02%
2,454
232
$316K 0.02%
7,340
-1,547
233
$314K 0.02%
+5,983
234
$311K 0.02%
2,831
-120
235
$311K 0.02%
1,806
+5
236
$309K 0.02%
8,000
237
$303K 0.02%
4,909
-1,945
238
$301K 0.02%
+3,079
239
$297K 0.02%
2,851
+222
240
$286K 0.02%
+7,861
241
$278K 0.02%
10,272
-792
242
$277K 0.02%
6,904
+152
243
$270K 0.02%
17,321
+696
244
$264K 0.02%
3,464
-485
245
$264K 0.02%
22,128
+3,948
246
$261K 0.02%
3,246
+131
247
$261K 0.02%
10,221
+1,813
248
$261K 0.02%
17,703
+3
249
$261K 0.02%
8,490
+75
250
$261K 0.02%
2,306
+89
8 9
10
11 12