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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.01M 0.02%
19,958
+12,708
227
$979K 0.02%
16,784
+140
228
$972K 0.02%
+5,512
229
$966K 0.02%
29,685
+5,870
230
$965K 0.02%
13,969
+4,043
231
$963K 0.02%
6,372
+2,248
232
$961K 0.02%
27,250
+6,739
233
$949K 0.02%
4,241
+1,276
234
$947K 0.02%
25,112
+9,833
235
$941K 0.02%
12,671
+8,391
236
$937K 0.02%
4,811
-656
237
$936K 0.02%
7,021
+30
238
$922K 0.02%
1,675
-222
239
$916K 0.02%
32,328
240
$914K 0.02%
4,057
-316
241
$904K 0.02%
6,287
+210
242
$896K 0.02%
16,762
243
$874K 0.02%
20,076
-2,774
244
$853K 0.02%
+34,085
245
$852K 0.02%
81,000
+15,000
246
$847K 0.02%
35,106
+3,734
247
$846K 0.02%
43,362
-93
248
$845K 0.02%
9,089
+24
249
$844K 0.02%
7,469
-1,380
250
$836K 0.02%
31,371
+6,117
8 9
10
11 12