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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$683K 0.03%
+8,861
252
$682K 0.03%
+32,205
253
$674K 0.03%
+10,713
254
$667K 0.03%
2,721
+1,937
255
$665K 0.03%
+4,175
256
$661K 0.03%
+47,459
257
$658K 0.03%
+14,777
258
$649K 0.03%
+13,446
259
$638K 0.03%
+7,381
260
$629K 0.03%
11,721
+8,943
261
$622K 0.03%
+4,499
262
$619K 0.03%
43,288
+30,033
263
$618K 0.03%
+12,368
264
$609K 0.03%
+10,978
265
$603K 0.03%
+14,330
266
$601K 0.03%
28,901
+17,073
267
$597K 0.03%
+3,955
268
$595K 0.02%
+13,038
269
$592K 0.02%
2,230
+1,526
270
$589K 0.02%
+22,419
271
$577K 0.02%
+4,539
272
$573K 0.02%
13,116
+3,773
273
$564K 0.02%
+8,967
274
$563K 0.02%
+8,939
275
$558K 0.02%
+8,512
9 10
11
12 13