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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$738K 0.02%
9,629
-2,080
277
$733K 0.02%
31,140
+4,450
278
$728K 0.02%
11,976
-230
279
$722K 0.02%
+109,259
280
$721K 0.02%
11,434
+5,107
281
$718K 0.02%
7,973
+2,779
282
$714K 0.01%
1,848
+90
283
$713K 0.01%
27,776
+676
284
$710K 0.01%
5,504
+536
285
$702K 0.01%
33,646
286
$697K 0.01%
16,729
-1,446
287
$693K 0.01%
4,287
+135
288
$692K 0.01%
5,717
-11,346
289
$688K 0.01%
5,100
+1,108
290
$684K 0.01%
4,271
-611
291
$683K 0.01%
28,307
-1,346
292
$681K 0.01%
10,823
+589
293
$679K 0.01%
1,339
-126
294
$665K 0.01%
8,071
+3,307
295
$660K 0.01%
16,383
296
$652K 0.01%
2,417
+67
297
$649K 0.01%
16,106
+6,092
298
$640K 0.01%
4,288
+81
299
$622K 0.01%
95,615
300
$614K 0.01%
7,599
+4,692
10 11
12
13 14