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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.39M 0.01%
23,874
+7,076
252
$2.36M 0.01%
25,238
+12,339
253
$2.33M 0.01%
13,680
-62
254
$2.32M 0.01%
35,593
+208
255
$2.28M 0.01%
9,616
+4,419
256
$2.26M 0.01%
1,225
-66
257
$2.26M 0.01%
56,869
-4,377
258
$2.25M 0.01%
39,849
-2,110
259
$2.23M 0.01%
8,324
+426
260
$2.22M 0.01%
78,281
+109
261
$2.2M 0.01%
11,942
+5,757
262
$2.2M 0.01%
62,926
-270
263
$2.18M 0.01%
29,946
+3,915
264
$2.18M 0.01%
34,308
+17,408
265
$2.16M 0.01%
21,752
-30,327
266
$2.14M 0.01%
55,150
-4,224
267
$2.13M 0.01%
22,270
+13,055
268
$2.11M 0.01%
12,332
+6,383
269
$2.09M 0.01%
5,626
-514
270
$2.09M 0.01%
36,080
+18,433
271
$2.08M 0.01%
92,956
+34,767
272
$2.08M 0.01%
22,653
+2,430
273
$2.05M 0.01%
33,246
+498
274
$2.04M 0.01%
22,108
+12,826
275
$2.04M 0.01%
29,144
-609
9 10
11
12 13