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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$260K 0.02%
1,760
-11
252
$258K 0.02%
+3,571
253
$256K 0.02%
16,215
-7,511
254
$256K 0.02%
8,545
-86
255
$256K 0.02%
+8,984
256
$255K 0.02%
+4,019
257
$254K 0.02%
1,402
-68
258
$253K 0.02%
3,672
+406
259
$253K 0.02%
+4,095
260
$252K 0.02%
3,086
+303
261
$251K 0.01%
+2,773
262
$245K 0.01%
4,889
-567
263
$242K 0.01%
2,778
-50
264
$240K 0.01%
2,525
+119
265
$240K 0.01%
1,871
-10
266
$240K 0.01%
+12,205
267
$238K 0.01%
+2,461
268
$237K 0.01%
3,106
269
$236K 0.01%
+10,454
270
$235K 0.01%
1,802
+96
271
$234K 0.01%
4,276
+172
272
$233K 0.01%
+6,784
273
$232K 0.01%
+1,406
274
$232K 0.01%
+6,440
275
$229K 0.01%
+6,377
9 10
11
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