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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.28M 0.03%
9,350
+7,025
227
$1.25M 0.03%
51,869
+1,500
228
$1.22M 0.03%
3,454
+904
229
$1.21M 0.03%
+70,845
230
$1.21M 0.03%
21,228
+245
231
$1.21M 0.03%
12,299
+3,534
232
$1.19M 0.03%
4,851
+684
233
$1.19M 0.03%
6,924
+660
234
$1.18M 0.03%
20,730
-7,497
235
$1.18M 0.03%
17,018
+25
236
$1.17M 0.03%
+24,256
237
$1.17M 0.03%
500
+58
238
$1.16M 0.03%
3,236
+172
239
$1.16M 0.03%
30,406
+2,912
240
$1.15M 0.03%
2,867
+29
241
$1.14M 0.03%
19,387
+4,635
242
$1.13M 0.03%
21,114
+14,304
243
$1.13M 0.03%
4,918
+678
244
$1.13M 0.03%
2,693
-467
245
$1.13M 0.03%
17,020
+3,338
246
$1.1M 0.03%
4,158
+498
247
$1.1M 0.03%
24,407
+6,707
248
$1.1M 0.03%
12,899
-4
249
$1.09M 0.03%
8,710
+6,661
250
$1.09M 0.03%
12,838
+3,380
8 9
10
11 12