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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$331K 0.01%
3,444
-10,940
277
$328K 0.01%
5,252
-16,750
278
$322K 0.01%
1,317
-28,127
279
$322K 0.01%
1,240
-5,536
280
$318K 0.01%
1,037
-1,222
281
$318K 0.01%
13,959
+48
282
$317K 0.01%
5,209
-15,068
283
$315K 0.01%
3,434
-30,418
284
$315K 0.01%
1,692
-24,427
285
$314K 0.01%
2,909
-2,985
286
$312K 0.01%
+9,681
287
$306K 0.01%
4,901
-384
288
$303K 0.01%
7,244
-3,432
289
$302K 0.01%
2,122
-10,141
290
$302K 0.01%
2,300
291
$299K 0.01%
787
-3,878
292
$298K 0.01%
+4,829
293
$298K 0.01%
5,450
-1,755
294
$297K 0.01%
4,907
-24,995
295
$296K 0.01%
1,095
-9,593
296
$296K 0.01%
4,205
297
$294K 0.01%
16,128
-112
298
$289K 0.01%
909
-2,745
299
$286K 0.01%
2,211
-1,746
300
$285K 0.01%
1,131
10 11
12
13 14