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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.19M 0.02%
5,637
+213
227
$1.19M 0.02%
95,415
228
$1.12M 0.02%
24,689
-914
229
$1.12M 0.02%
4,459
+110
230
$1.11M 0.02%
9,691
-1,829
231
$1.1M 0.02%
5,168
+12
232
$1.1M 0.02%
12,859
+134
233
$1.1M 0.02%
13,025
+163
234
$1.09M 0.02%
4,822
+195
235
$1.08M 0.02%
10,694
-11
236
$1.08M 0.02%
12,884
-234
237
$1.08M 0.02%
67,781
+47,662
238
$1.07M 0.02%
2,195
+305
239
$1.07M 0.02%
31,320
+50
240
$1.06M 0.02%
5,682
-30
241
$1.06M 0.02%
9,282
+38
242
$1.06M 0.02%
17,123
-649
243
$1.06M 0.02%
140,123
-10,000
244
$1.05M 0.02%
6,770
245
$1.05M 0.02%
9,602
-278
246
$1.03M 0.02%
36,009
+3,528
247
$1.03M 0.02%
23,871
+1,796
248
$1.03M 0.02%
11,622
249
$1.02M 0.02%
23,144
+5,500
250
$1.01M 0.02%
27,739
+2,412
8 9
10
11 12