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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$831K 0.02%
7,205
+2,376
227
$829K 0.02%
10,314
+5,060
228
$820K 0.02%
+27,494
229
$819K 0.02%
41,783
+25,568
230
$817K 0.02%
8,765
+3,870
231
$816K 0.02%
3,067
+726
232
$816K 0.02%
2,300
+402
233
$811K 0.02%
3,309
+1,062
234
$797K 0.02%
14,358
+6,445
235
$793K 0.02%
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236
$790K 0.02%
3,650
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237
$788K 0.02%
9,458
+6,372
238
$788K 0.02%
+10,609
239
$782K 0.02%
7,784
+5,259
240
$778K 0.02%
13,304
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241
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8,975
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242
$767K 0.02%
3,685
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243
$758K 0.02%
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244
$758K 0.02%
3,339
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245
$750K 0.02%
2,844
+1,059
246
$749K 0.02%
16,078
+9,701
247
$742K 0.02%
+8,111
248
$737K 0.02%
15,610
+5,170
249
$732K 0.02%
+43,200
250
$725K 0.02%
+82,498
8 9
10
11 12