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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$835K 0.02%
11,410
+2,981
252
$835K 0.02%
770
253
$827K 0.02%
5,723
-364
254
$827K 0.02%
19,996
+193
255
$826K 0.02%
45,693
+301
256
$826K 0.02%
4,398
+1,434
257
$809K 0.02%
4,479
+107
258
$799K 0.02%
+32,026
259
$796K 0.02%
25,244
+3,734
260
$795K 0.02%
4,519
261
$791K 0.02%
19,670
+3,151
262
$788K 0.02%
28,070
+11,100
263
$788K 0.02%
12,800
+260
264
$780K 0.02%
9,875
-1,066
265
$778K 0.02%
3,440
+58
266
$778K 0.02%
23,226
+226
267
$778K 0.02%
16,880
-58,371
268
$765K 0.02%
17,230
+530
269
$765K 0.02%
8,552
+1,626
270
$760K 0.02%
+10,130
271
$754K 0.02%
13,409
-647
272
$751K 0.02%
5,024
-710
273
$750K 0.02%
13,838
+9,188
274
$747K 0.02%
7,343
+4,684
275
$744K 0.02%
4,457
-592
9 10
11
12 13