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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2M 0.02%
5,792
+981
227
$1.2M 0.02%
5,427
+948
228
$1.19M 0.02%
13,976
+4,101
229
$1.19M 0.02%
14,531
+4,830
230
$1.18M 0.02%
11,502
+2,413
231
$1.18M 0.02%
3,623
+1,206
232
$1.17M 0.02%
48,650
233
$1.17M 0.02%
49,418
+4,268
234
$1.17M 0.02%
13,949
+6,551
235
$1.16M 0.02%
10,721
+3,378
236
$1.16M 0.02%
37,367
+5,996
237
$1.15M 0.02%
10,436
+2,967
238
$1.14M 0.02%
3,397
+1,515
239
$1.14M 0.02%
40,341
-2,069
240
$1.13M 0.02%
24,127
+7,247
241
$1.13M 0.02%
16,526
+5,092
242
$1.13M 0.02%
13,459
+3,830
243
$1.12M 0.02%
+19,304
244
$1.1M 0.02%
25,519
-15,885
245
$1.08M 0.02%
11,265
-145
246
$1.08M 0.02%
10,233
-2,517
247
$1.08M 0.02%
8,124
+1,837
248
$1.07M 0.02%
91,000
+10,000
249
$1.07M 0.02%
4,984
-51
250
$1.07M 0.02%
24,429
+8,323
8 9
10
11 12