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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$506K 0.01%
10,212
-1,027
227
$499K 0.01%
+24,852
228
$486K 0.01%
4,926
-11,743
229
$486K 0.01%
3,842
-4,784
230
$476K 0.01%
5,928
-4,466
231
$475K 0.01%
6,528
-9,797
232
$474K 0.01%
5,477
-1,908
233
$473K 0.01%
1,735
-3,116
234
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1,823
-2,087
235
$454K 0.01%
2,605
-2,648
236
$454K 0.01%
927
-2,885
237
$450K 0.01%
1,845
-8,571
238
$442K 0.01%
5,153
-4,818
239
$429K 0.01%
310
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240
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5,000
-5,000
241
$426K 0.01%
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-11,548
242
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5,109
-17,586
243
$424K 0.01%
7,436
-11,978
244
$419K 0.01%
1,925
-5,878
245
$418K 0.01%
4,372
-2,896
246
$415K 0.01%
13,000
247
$414K 0.01%
4,685
248
$412K 0.01%
6,660
-14,454
249
$408K 0.01%
24,645
250
$406K 0.01%
7,398
8 9
10
11 12