WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.45M 0.02%
2,210
-138
252
$1.45M 0.02%
35,290
+185
253
$1.44M 0.02%
12,234
-300
254
$1.44M 0.02%
6,032
-422
255
$1.42M 0.02%
8,183
-475
256
$1.41M 0.02%
16,100
+256
257
$1.37M 0.02%
11,909
-171
258
$1.37M 0.02%
11,855
-6,993
259
$1.36M 0.02%
12,377
+560
260
$1.34M 0.02%
45,102
-8,314
261
$1.32M 0.02%
48,650
262
$1.32M 0.02%
5,362
263
$1.32M 0.02%
6,174
+628
264
$1.3M 0.02%
1,658
-25
265
$1.3M 0.02%
10,728
+370
266
$1.29M 0.02%
9,045
-97
267
$1.29M 0.02%
21,682
+53
268
$1.28M 0.02%
15,670
+5,900
269
$1.28M 0.02%
6,078
-207
270
$1.28M 0.02%
6,570
-1,090
271
$1.27M 0.02%
9,874
-11
272
$1.27M 0.02%
26,002
+984
273
$1.27M 0.02%
11,906
-138
274
$1.27M 0.02%
5,470
-325
275
$1.26M 0.02%
23,702
-1,986
9 10
11
12 13