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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$940K 0.02%
30,139
+8,122
277
$936K 0.02%
11,921
+1,871
278
$928K 0.02%
8,752
+2,529
279
$916K 0.02%
9,060
+949
280
$915K 0.02%
50,000
281
$901K 0.02%
11,437
+828
282
$900K 0.02%
10,394
+2,264
283
$881K 0.02%
7,425
+68
284
$873K 0.02%
19,772
+897
285
$854K 0.02%
13,938
+4,181
286
$847K 0.02%
14,732
+6,674
287
$847K 0.02%
26,036
+14,451
288
$843K 0.02%
4,161
-7,890
289
$841K 0.02%
10,342
+1,684
290
$840K 0.02%
+3,783
291
$838K 0.02%
5,587
+1,714
292
$837K 0.02%
5,648
+1,970
293
$831K 0.02%
5,253
+1,761
294
$830K 0.02%
7,500
+3,270
295
$827K 0.02%
41,510
+10,293
296
$822K 0.02%
49,381
+11,883
297
$813K 0.02%
9,971
+1,127
298
$805K 0.02%
6,658
+272
299
$801K 0.02%
145,881
-40,484
300
$800K 0.02%
13,158
+5,629
10 11
12
13 14