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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.36M 0.02%
17,347
+2,402
227
$1.35M 0.02%
27,647
-1,066
228
$1.34M 0.02%
55,946
-26
229
$1.34M 0.02%
4,898
+2,357
230
$1.33M 0.02%
88,811
-4,633
231
$1.33M 0.02%
6,036
+868
232
$1.32M 0.02%
6,514
-317
233
$1.32M 0.02%
6,862
+1,225
234
$1.31M 0.02%
25,425
+944
235
$1.31M 0.02%
34,517
+1,187
236
$1.3M 0.02%
70,740
237
$1.3M 0.02%
8,568
+6,025
238
$1.29M 0.02%
17,926
+1,552
239
$1.28M 0.02%
17,755
-100
240
$1.27M 0.02%
17,527
+11,898
241
$1.27M 0.02%
+6,451
242
$1.26M 0.02%
8,277
+51
243
$1.26M 0.02%
6,316
-1,811
244
$1.26M 0.02%
11,920
-1,200
245
$1.26M 0.02%
6,195
+176
246
$1.26M 0.02%
563,079
+20,000
247
$1.25M 0.02%
11,363
+1,672
248
$1.24M 0.02%
10,346
+8,229
249
$1.24M 0.02%
37,318
-2,853
250
$1.22M 0.02%
2,397
+1,429
8 9
10
11 12