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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.42M 0.02%
93,750
-17,250
252
$1.4M 0.02%
17,618
-308
253
$1.39M 0.02%
+57,560
254
$1.38M 0.02%
9,505
+44
255
$1.38M 0.02%
26,531
-1,116
256
$1.38M 0.02%
95,415
257
$1.38M 0.02%
9,270
+702
258
$1.37M 0.02%
15,021
-2,326
259
$1.37M 0.02%
22,142
-4,114
260
$1.36M 0.02%
2,457
+692
261
$1.35M 0.02%
11,661
-259
262
$1.33M 0.02%
13,265
-22,034
263
$1.33M 0.02%
16,372
+3,879
264
$1.32M 0.02%
18,208
+1,416
265
$1.31M 0.02%
17,167
-360
266
$1.31M 0.02%
30,207
+760
267
$1.3M 0.02%
3,164
+449
268
$1.3M 0.02%
48,890
+13
269
$1.29M 0.02%
2,846
+411
270
$1.28M 0.02%
6,770
271
$1.28M 0.02%
11,571
-13
272
$1.27M 0.02%
6,400
+140
273
$1.27M 0.02%
8,604
+1,280
274
$1.26M 0.02%
55,330
+4,426
275
$1.25M 0.02%
5,977
+226
9 10
11
12 13