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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$405K 0.01%
6,054
-34,236
252
$403K 0.01%
2,031
-6,089
253
$399K 0.01%
6,743
-7,989
254
$399K 0.01%
10,484
255
$391K 0.01%
8,523
-11,249
256
$390K 0.01%
8,840
-21,161
257
$388K 0.01%
1,866
-10,943
258
$380K 0.01%
5,654
+34
259
$376K 0.01%
3,270
-474
260
$375K 0.01%
15,493
-3,054
261
$375K 0.01%
13,642
-6,872
262
$374K 0.01%
742
-6,417
263
$371K 0.01%
5,524
-20,044
264
$369K 0.01%
3,356
+78
265
$369K 0.01%
3,442
-8,857
266
$365K 0.01%
1,542
-2,516
267
$361K 0.01%
9,281
+12
268
$360K 0.01%
580
-59
269
$357K 0.01%
20,022
+6,674
270
$354K 0.01%
4,880
+374
271
$345K 0.01%
+3,071
272
$342K 0.01%
1,304
273
$339K 0.01%
8,400
-31
274
$334K 0.01%
5,900
+649
275
$333K 0.01%
6,509
-8,669
9 10
11
12 13