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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$948K 0.02%
65,000
-33,694
252
$946K 0.02%
25,327
+83
253
$946K 0.02%
5,712
-189
254
$944K 0.02%
37,476
255
$936K 0.02%
31,270
-6,097
256
$933K 0.02%
27,194
-5,968
257
$932K 0.02%
4,398
-473
258
$925K 0.02%
4,627
-1,966
259
$912K 0.02%
28,185
-2,858
260
$908K 0.02%
9,700
+237
261
$907K 0.02%
1,919
-638
262
$906K 0.02%
9,244
-2,307
263
$905K 0.02%
13,540
-2,267
264
$903K 0.02%
8,623
+445
265
$896K 0.02%
9,539
+3,730
266
$893K 0.02%
24,760
+331
267
$892K 0.02%
2,508
-1,115
268
$890K 0.02%
1,779
-221
269
$888K 0.02%
8,058
-844
270
$886K 0.02%
11,669
-2,903
271
$870K 0.01%
12,835
-1,404
272
$870K 0.01%
39,798
+1,065
273
$862K 0.01%
18,124
-6,003
274
$858K 0.01%
4,351
-224
275
$856K 0.01%
24,518
+650
9 10
11
12 13