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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.22M 0.02%
8,795
+3,228
252
$1.22M 0.02%
7,658
+5,175
253
$1.21M 0.02%
8,393
+3,700
254
$1.2M 0.02%
12,399
-336
255
$1.18M 0.02%
38,873
-3,471
256
$1.17M 0.02%
16,792
+4,500
257
$1.16M 0.02%
48,877
+227
258
$1.15M 0.02%
+11,584
259
$1.14M 0.02%
50,904
+17,775
260
$1.14M 0.02%
4,737
+1,547
261
$1.12M 0.02%
24,448
+577
262
$1.11M 0.02%
+14,940
263
$1.11M 0.02%
21,998
-10,618
264
$1.1M 0.02%
6,260
+5,118
265
$1.08M 0.02%
10,508
+1,226
266
$1.08M 0.02%
9,891
+361
267
$1.07M 0.02%
12,017
+3,472
268
$1.06M 0.02%
16,527
+1,750
269
$1.06M 0.02%
5,751
+1,467
270
$1.05M 0.02%
+28,488
271
$1.05M 0.02%
24,928
+239
272
$1.05M 0.02%
95,415
273
$1.05M 0.02%
15,696
+2,156
274
$1.05M 0.02%
10,026
+424
275
$1.04M 0.02%
26,299
-502
9 10
11
12 13