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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.81M 0.02%
16,470
227
$2.78M 0.02%
22,761
-1,377
228
$2.72M 0.02%
64,638
+287
229
$2.67M 0.02%
52,813
-29,043
230
$2.66M 0.02%
13,210
+279
231
$2.66M 0.02%
117,282
+59,253
232
$2.66M 0.02%
4,869
-63
233
$2.66M 0.02%
264,782
+136,587
234
$2.63M 0.02%
542,693
+512,826
235
$2.61M 0.02%
7,574
+3,365
236
$2.59M 0.02%
49,866
-29,959
237
$2.58M 0.02%
58,223
+549
238
$2.56M 0.02%
8,228
-113
239
$2.54M 0.02%
2,680
-114
240
$2.54M 0.02%
12,282
-1,086
241
$2.53M 0.02%
20,526
+10,086
242
$2.53M 0.02%
34,788
+17,443
243
$2.49M 0.01%
14,589
-244
244
$2.48M 0.01%
48,598
+1,316
245
$2.47M 0.01%
22,376
+10,851
246
$2.44M 0.01%
34,383
-5,977
247
$2.43M 0.01%
46,219
+20,308
248
$2.43M 0.01%
18,359
+1,292
249
$2.39M 0.01%
64,899
+171
250
$2.39M 0.01%
103,235
-2,038
8 9
10
11 12