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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.06M 0.02%
28,075
-1,610
252
$1.05M 0.02%
15,807
-3,079
253
$1.05M 0.02%
4,391
+1,924
254
$1.05M 0.02%
24,353
+4,277
255
$1.05M 0.02%
6,561
+189
256
$1.04M 0.02%
14,437
+1,028
257
$1.04M 0.02%
14,572
+1,651
258
$1.03M 0.02%
18,543
-4,409
259
$1.03M 0.02%
4,142
-99
260
$1.01M 0.02%
6,846
+1,746
261
$1.01M 0.02%
33,162
+5,386
262
$999K 0.02%
691
-79
263
$988K 0.02%
153,905
-200
264
$987K 0.02%
5,680
+1,393
265
$983K 0.02%
5,947
+2,270
266
$970K 0.02%
14,558
+4,122
267
$970K 0.02%
27,532
+282
268
$965K 0.02%
10,380
+6,560
269
$962K 0.02%
16,887
+6,104
270
$957K 0.02%
11,098
-2,688
271
$953K 0.02%
19,968
-28
272
$951K 0.02%
11,622
+5,702
273
$948K 0.02%
8,902
-5,166
274
$938K 0.02%
37,476
+5,450
275
$933K 0.02%
5,376
+1,088
9 10
11
12 13