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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.16M 0.02%
6,023
+4,542
227
$1.15M 0.02%
5,560
+1,504
228
$1.14M 0.02%
+7,331
229
$1.13M 0.02%
5,756
+3,074
230
$1.12M 0.02%
8,713
+6,591
231
$1.11M 0.02%
5,717
+4,025
232
$1.1M 0.02%
5,009
+600
233
$1.09M 0.02%
50,555
+27,425
234
$1.09M 0.02%
4,111
+3,016
235
$1.09M 0.02%
5,110
+3,265
236
$1.08M 0.02%
+7,212
237
$1.07M 0.02%
+16,207
238
$1.06M 0.02%
17,077
+12,170
239
$1.06M 0.02%
16,782
+231
240
$1.05M 0.02%
30,406
241
$1.05M 0.02%
14,939
+6,652
242
$1.03M 0.02%
1,652
+462
243
$1.02M 0.02%
8,414
+4,572
244
$1.02M 0.02%
3,852
+2,612
245
$1.01M 0.02%
2,842
+328
246
$1M 0.02%
7,864
+5,887
247
$1M 0.02%
4,713
+2,394
248
$996K 0.02%
3,396
+1,206
249
$993K 0.02%
4,969
+2,938
250
$990K 0.02%
10,509
+7,065
8 9
10
11 12