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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$555K 0.02%
+6,194
277
$554K 0.02%
2,329
+1,335
278
$553K 0.02%
+4,176
279
$549K 0.02%
+9,998
280
$542K 0.02%
+7,568
281
$537K 0.02%
+7,158
282
$537K 0.02%
+11,734
283
$534K 0.02%
+6,498
284
$526K 0.02%
3,023
+1,682
285
$525K 0.02%
+8,163
286
$514K 0.02%
+3,095
287
$511K 0.02%
+14,960
288
$509K 0.02%
+8,550
289
$506K 0.02%
+6,467
290
$501K 0.02%
+6,236
291
$495K 0.02%
16,077
+11,214
292
$494K 0.02%
+5,387
293
$493K 0.02%
10,350
+7,181
294
$492K 0.02%
+3,176
295
$483K 0.02%
+10,664
296
$481K 0.02%
20,040
+11,700
297
$479K 0.02%
+14,259
298
$478K 0.02%
10,427
+6,485
299
$477K 0.02%
+2,755
300
$472K 0.02%
+10,372
10 11
12
13 14