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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.64M 0.02%
44,848
-10,000
227
$1.63M 0.02%
12,273
-205
228
$1.62M 0.02%
10,142
-207
229
$1.61M 0.02%
19,182
+1,427
230
$1.61M 0.02%
+33,708
231
$1.6M 0.02%
14,442
+208
232
$1.6M 0.02%
6,408
-43
233
$1.58M 0.02%
5,336
+438
234
$1.57M 0.02%
10,657
+149
235
$1.57M 0.02%
52,600
-66,135
236
$1.55M 0.02%
6,129
+946
237
$1.55M 0.02%
2,476
+79
238
$1.55M 0.02%
15,897
+567
239
$1.54M 0.02%
10,039
-80
240
$1.54M 0.02%
11,558
+1,212
241
$1.53M 0.02%
9,423
+628
242
$1.53M 0.02%
63,002
+7,056
243
$1.52M 0.02%
24,738
+290
244
$1.51M 0.02%
+17,953
245
$1.5M 0.02%
13,934
+514
246
$1.5M 0.02%
8,782
+1,124
247
$1.45M 0.02%
7,332
-2,027
248
$1.45M 0.02%
36,024
+11,096
249
$1.44M 0.02%
70,740
250
$1.42M 0.02%
40,816
-1,982
8 9
10
11 12