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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$983K 0.02%
33,364
-1,853
252
$977K 0.02%
145,868
253
$945K 0.02%
+17,587
254
$942K 0.02%
18,522
+144
255
$940K 0.02%
3,361
+1,626
256
$938K 0.02%
3,189
+649
257
$936K 0.02%
3,188
+251
258
$932K 0.02%
18,449
+5,679
259
$926K 0.02%
+390
260
$921K 0.02%
1,707
+780
261
$917K 0.02%
2,332
+32
262
$917K 0.02%
+2,159
263
$913K 0.02%
6,320
+705
264
$908K 0.02%
11,727
+9,421
265
$901K 0.02%
13,299
+8,090
266
$898K 0.02%
+1,443
267
$896K 0.02%
10,244
+216
268
$893K 0.02%
+22,500
269
$889K 0.02%
+29,894
270
$879K 0.02%
4,579
+2,654
271
$868K 0.02%
+23,000
272
$862K 0.02%
11,806
+2,305
273
$861K 0.02%
+6,350
274
$855K 0.02%
+509
275
$853K 0.02%
58,512
9 10
11
12 13