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
$4.52B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$36.7M
3
+$21M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$125M
2
+$109M
3
+$99.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$42.7M

Sector Composition

1 Technology 4.07%
2 Financials 2.93%
3 Consumer Discretionary 1.54%
4 Healthcare 1.42%
5 Industrials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$653K 0.01%
2,674
-3,043
277
$651K 0.01%
+8,833
278
$641K 0.01%
5,870
-452
279
$639K 0.01%
6,580
-2,034
280
$637K 0.01%
46,929
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281
$637K 0.01%
8,110
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282
$635K 0.01%
1,852
-139
283
$631K 0.01%
+11,087
284
$631K 0.01%
6,798
-372
285
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9,393
-2,334
286
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17,798
-6,320
287
$617K 0.01%
8,555
-4,744
288
$615K 0.01%
5,338
-132
289
$614K 0.01%
28,727
290
$611K 0.01%
+6,620
291
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8,411
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292
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1,643
-11,270
293
$607K 0.01%
450
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294
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354
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295
$600K 0.01%
12,190
-74,844
296
$600K 0.01%
2,971
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297
$599K 0.01%
2,523
-4
298
$598K 0.01%
4,374
+71
299
$592K 0.01%
8,230
+1,210
300
$582K 0.01%
5,165
-763
10 11
12
13 14