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WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
-$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.38M
3
+$2.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.4M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.26M

Top Sells

1
+$125M
2
+$101M
3
+$82.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$77.6M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$51.1M

Sector Composition

1 Technology 3.9%
2 Financials 3.36%
3 Healthcare 2.46%
4 Communication Services 1.72%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$45K ﹤0.01%
+14,302
277
$42K ﹤0.01%
13,855
278
$40K ﹤0.01%
24,304
-3,214
279
$26K ﹤0.01%
20,800
280
$16K ﹤0.01%
+472
281
– –
-5,939
282
– –
-2,041
283
– –
-12,872
284
– –
-152,230
285
– –
-2,437
286
– –
-21,062
287
– –
-5,219
288
– –
-4,485
289
– –
-6,742
290
– –
-7,158
291
– –
-213,486
292
– –
-3,808,200
293
– –
-38,517
294
– –
-4,054
295
– –
-6,612
296
– –
-23,088
297
– –
-1,412
298
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-4,842
299
– –
-491,105
300
– –
-36,592
10 11
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