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
$4.78B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$92.2M
3
+$77.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$48.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$41.8M

Top Sells

1
+$14M
2
+$8.25M
3
+$8.18M
4
BND icon
Vanguard Total Bond Market
BND
+$5.23M
5
PAG icon
Penske Automotive Group
PAG
+$3M

Sector Composition

1 Technology 2.25%
2 Financials 2.07%
3 Healthcare 1.16%
4 Consumer Discretionary 1.02%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$756K 0.02%
1,758
+265
252
$747K 0.02%
4,882
+708
253
$740K 0.02%
95,615
254
$738K 0.02%
21,510
+4,866
255
$734K 0.02%
25,254
+5,385
256
$728K 0.02%
14,691
-4,939
257
$726K 0.02%
+11,477
258
$724K 0.02%
+27,100
259
$722K 0.02%
+13,000
260
$721K 0.02%
+4,124
261
$718K 0.02%
11,563
+2,096
262
$715K 0.01%
4,907
-7,942
263
$710K 0.01%
3,382
+1,539
264
$705K 0.01%
+18,250
265
$705K 0.01%
+33,646
266
$703K 0.01%
6,188
+817
267
$698K 0.01%
2,965
+172
268
$697K 0.01%
6,926
+3,647
269
$695K 0.01%
45,860
+6,290
270
$680K 0.01%
10,234
+2,954
271
$678K 0.01%
10,674
+1,371
272
$676K 0.01%
4,968
+18
273
$676K 0.01%
2,350
+113
274
$674K 0.01%
+10,344
275
$670K 0.01%
8,429
+740
9 10
11
12 13