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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$717K 0.02%
7,253
+3,344
252
$711K 0.02%
+6,386
253
$709K 0.02%
+2,650
254
$703K 0.02%
+8,130
255
$702K 0.02%
+3,260
256
$692K 0.02%
+8,658
257
$689K 0.02%
+5,499
258
$675K 0.02%
+18,875
259
$669K 0.02%
7,328
+2,207
260
$663K 0.02%
22,017
+11,796
261
$663K 0.02%
1,327
-2,787
262
$662K 0.02%
2,802
+794
263
$654K 0.02%
+9,049
264
$650K 0.02%
21,501
+6,681
265
$633K 0.02%
+7,357
266
$632K 0.02%
+11,916
267
$621K 0.02%
7,265
+3,103
268
$621K 0.02%
+4,062
269
$620K 0.02%
6,223
+1,010
270
$619K 0.02%
+8,844
271
$618K 0.02%
+31,217
272
$615K 0.02%
14,596
+6,596
273
$610K 0.02%
2,233
+522
274
$598K 0.02%
36,417
+14,289
275
$594K 0.02%
3,873
+242
9 10
11
12 13