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
$1.43B
AUM Growth
-$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.6M
3
+$2.47M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.33M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$813K

Top Sells

1
+$132M
2
+$106M
3
+$93.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$82.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$54.6M

Sector Composition

1 Technology 3.9%
2 Financials 3.36%
3 Healthcare 2.46%
4 Communication Services 1.72%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$218K 0.02%
+3,183
252
$217K 0.02%
4,104
-15,625
253
$209K 0.01%
2,406
-3,881
254
$209K 0.01%
+3,106
255
$209K 0.01%
18,067
-1,991
256
$207K 0.01%
13,659
-33,800
257
$207K 0.01%
3,524
-4,484
258
$205K 0.01%
9,233
-8,936
259
$204K 0.01%
3,266
-2,335
260
$203K 0.01%
18,245
-2,030
261
$202K 0.01%
2,087
-3,300
262
$201K 0.01%
1,186
-3,709
263
$200K 0.01%
5,929
-8,330
264
$173K 0.01%
28,415
-17,607
265
$145K 0.01%
12,810
+446
266
$136K 0.01%
22,286
+5,614
267
$134K 0.01%
12,042
-9,228
268
$119K 0.01%
12,809
-38,473
269
$107K 0.01%
40,000
+14,668
270
$105K 0.01%
+19,825
271
$95K 0.01%
11,235
272
$85K 0.01%
+52,560
273
$56K ﹤0.01%
+16,500
274
$48K ﹤0.01%
+20,574
275
$48K ﹤0.01%
18,039
-4,152
9 10
11
12 13