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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.34M 0.02%
16,083
+2,343
227
$2.33M 0.02%
35,000
228
$2.33M 0.02%
46,063
-6,598
229
$2.3M 0.02%
88,332
+57,440
230
$2.28M 0.02%
78,429
+16,929
231
$2.28M 0.02%
+61,236
232
$2.28M 0.02%
14,966
+1,402
233
$2.27M 0.02%
44,619
+538
234
$2.25M 0.02%
9,745
-779
235
$2.24M 0.02%
49,490
+14,200
236
$2.24M 0.02%
12,495
-2,109
237
$2.22M 0.02%
8,185
+1,213
238
$2.19M 0.02%
12,824
+436
239
$2.17M 0.02%
205,800
+5,931
240
$2.17M 0.02%
60,754
+2,030
241
$2.16M 0.02%
47,317
+5,270
242
$2.16M 0.02%
+44,688
243
$2.13M 0.02%
5,451
+639
244
$2.12M 0.02%
43,570
-8,282
245
$2.1M 0.02%
4,055
-700
246
$2.09M 0.02%
50,032
-5,605
247
$2.08M 0.02%
129,667
-141
248
$2.08M 0.02%
10,297
+1,507
249
$2.08M 0.02%
8,614
+296
250
$2.07M 0.02%
7,566
-152
8 9
10
11 12