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
$4.78B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$92.2M
3
+$77.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$48.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$41.8M

Top Sells

1
+$14M
2
+$8.25M
3
+$8.18M
4
BND icon
Vanguard Total Bond Market
BND
+$5.23M
5
PAG icon
Penske Automotive Group
PAG
+$3M

Sector Composition

1 Technology 2.25%
2 Financials 2.07%
3 Healthcare 1.16%
4 Consumer Discretionary 1.02%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$881K 0.02%
6,991
+485
227
$878K 0.02%
5,049
+2,105
228
$874K 0.02%
2,695
+663
229
$859K 0.02%
4,898
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230
$849K 0.02%
+16,383
231
$844K 0.02%
+23,815
232
$842K 0.02%
6,055
-7
233
$836K 0.02%
18,175
+10,557
234
$832K 0.02%
10,941
+3,418
235
$828K 0.02%
+12,540
236
$820K 0.02%
6,316
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237
$816K 0.02%
+1,741
238
$812K 0.02%
29,653
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239
$811K 0.02%
16,700
+4,590
240
$801K 0.02%
+23,000
241
$801K 0.02%
20,511
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242
$797K 0.02%
4,372
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243
$796K 0.02%
1,465
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244
$792K 0.02%
9,926
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245
$778K 0.02%
14,056
+587
246
$778K 0.02%
9,268
-1,006
247
$772K 0.02%
+31,372
248
$766K 0.02%
12,206
+1,532
249
$758K 0.02%
+23,050
250
$758K 0.02%
4,152
+1,714
8 9
10
11 12