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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.07M 0.03%
20,277
+9,142
252
$1.07M 0.03%
19,414
+3,336
253
$1.07M 0.03%
+32,387
254
$1.07M 0.03%
13,013
+984
255
$1.06M 0.03%
17,870
+2,260
256
$1.06M 0.03%
16,325
+4,409
257
$1.06M 0.03%
3,654
+587
258
$1.04M 0.02%
9,346
+2,141
259
$1.03M 0.02%
46,975
+5,192
260
$1.03M 0.02%
26,441
+7,474
261
$1.02M 0.02%
12,151
+1,431
262
$1.02M 0.02%
3,943
+604
263
$1.02M 0.02%
12,955
+5,690
264
$1.02M 0.02%
+5,072
265
$1.02M 0.02%
7,889
+4,307
266
$1.02M 0.02%
19,861
+542
267
$997K 0.02%
15,597
+1,239
268
$997K 0.02%
8,626
+842
269
$990K 0.02%
+45,757
270
$981K 0.02%
4,058
+373
271
$978K 0.02%
16,553
272
$957K 0.02%
4,750
+1,490
273
$953K 0.02%
+18,173
274
$953K 0.02%
8,057
+3,570
275
$945K 0.02%
4,417
+767
9 10
11
12 13