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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$836K 0.02%
2,424
+1,670
277
$835K 0.02%
9,842
+4,733
278
$831K 0.02%
15,932
+2,369
279
$831K 0.02%
+58,850
280
$806K 0.02%
24,118
+4,739
281
$797K 0.02%
+21,778
282
$788K 0.02%
+11,948
283
$785K 0.02%
+4,525
284
$770K 0.02%
6,844
+3,402
285
$769K 0.02%
6,322
+1,439
286
$767K 0.02%
4,532
+1,927
287
$760K 0.02%
8,614
-3,498
288
$756K 0.02%
4,719
+322
289
$755K 0.02%
+78,764
290
$753K 0.02%
58,429
+940
291
$743K 0.02%
12,768
+7,516
292
$743K 0.02%
3,144
+370
293
$736K 0.02%
10,104
+3,576
294
$732K 0.02%
9,015
-151
295
$730K 0.02%
2,953
+144
296
$714K 0.01%
1,888
+1,101
297
$707K 0.01%
+8,650
298
$701K 0.01%
+18,050
299
$698K 0.01%
7,317
+99
300
$697K 0.01%
+2,811
10 11
12
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