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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1M 0.02%
4,421
+23
252
$1M 0.02%
4,091
253
$962K 0.02%
10,715
-358
254
$941K 0.02%
37,226
-250
255
$940K 0.02%
23,426
-449
256
$937K 0.02%
13,540
257
$934K 0.02%
65,000
258
$930K 0.02%
20,205
-4,933
259
$929K 0.02%
61,387
-101,232
260
$921K 0.02%
22,605
-165
261
$913K 0.01%
2,396
-112
262
$905K 0.01%
2,036
-31
263
$902K 0.01%
4,350
-1
264
$897K 0.01%
12,292
+771
265
$892K 0.01%
14,777
+1,044
266
$889K 0.01%
4,284
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267
$888K 0.01%
1,929
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268
$887K 0.01%
12,727
-108
269
$884K 0.01%
5,073
-5
270
$883K 0.01%
1,758
-21
271
$873K 0.01%
9,530
-34
272
$872K 0.01%
12,489
+4
273
$867K 0.01%
+7,852
274
$854K 0.01%
10,896
+11
275
$854K 0.01%
49,527
-3,069
9 10
11
12 13