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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$590K 0.02%
19,545
+11,055
277
$582K 0.02%
+4,419
278
$577K 0.02%
17,664
+7,392
279
$574K 0.02%
+2,108
280
$573K 0.02%
+11,117
281
$573K 0.02%
9,564
+3,524
282
$572K 0.02%
+6,472
283
$572K 0.02%
18,967
+3,319
284
$571K 0.02%
7,270
+3,699
285
$564K 0.02%
3,722
+1,851
286
$556K 0.02%
+4,670
287
$554K 0.02%
+7,906
288
$547K 0.02%
18,367
+8,926
289
$547K 0.02%
3,123
-1,057
290
$546K 0.02%
9,290
+4,381
291
$532K 0.02%
745
+127
292
$532K 0.02%
+4,018
293
$532K 0.02%
+3,492
294
$532K 0.02%
+2,379
295
$530K 0.02%
+6,688
296
$528K 0.02%
+16,885
297
$525K 0.02%
6,727
+2,708
298
$523K 0.02%
1,274
+373
299
$521K 0.02%
14,485
+4,436
300
$520K 0.02%
+6,027
10 11
12
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