WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.75M 0.02%
9,682
-161
227
$1.7M 0.02%
38,000
228
$1.67M 0.02%
147,597
+278
229
$1.67M 0.02%
42,047
+11,837
230
$1.65M 0.02%
15,022
-418
231
$1.64M 0.02%
3,752
-77
232
$1.62M 0.02%
13,664
-227
233
$1.61M 0.02%
18,348
+14,064
234
$1.61M 0.02%
90,000
-2,750
235
$1.6M 0.02%
4,812
-72
236
$1.59M 0.02%
95,415
237
$1.59M 0.02%
35,962
238
$1.58M 0.02%
48,483
-37,484
239
$1.58M 0.02%
+76,905
240
$1.56M 0.02%
60,363
+315
241
$1.55M 0.02%
70,740
242
$1.54M 0.02%
6,972
+74
243
$1.53M 0.02%
19,707
+563
244
$1.53M 0.02%
5,097
-719
245
$1.52M 0.02%
63,002
246
$1.51M 0.02%
17,146
-302
247
$1.51M 0.02%
35,492
-2,975
248
$1.5M 0.02%
10,598
-770
249
$1.49M 0.02%
4,732
+591
250
$1.48M 0.02%
14,718
-3,460
8 9
10
11 12