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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$925K 0.02%
4,575
+56
277
$916K 0.02%
14,239
-6,833
278
$912K 0.02%
18,512
-470,986
279
$904K 0.02%
14,744
+775
280
$902K 0.02%
6,644
-3,375
281
$893K 0.02%
5,653
+629
282
$892K 0.02%
+11,974
283
$890K 0.02%
31,043
+2,736
284
$885K 0.02%
76,846
-65,714
285
$873K 0.02%
25,244
286
$873K 0.02%
+14,336
287
$870K 0.02%
12,020
+44
288
$864K 0.02%
9,463
+1,392
289
$859K 0.02%
5,901
+178
290
$857K 0.02%
8,805
+3,114
291
$856K 0.02%
5,458
+1,187
292
$853K 0.02%
8,178
-8,732
293
$852K 0.02%
38,733
-4,629
294
$845K 0.02%
1,970
+1,000
295
$824K 0.02%
+35,381
296
$823K 0.02%
9,828
-5,587
297
$816K 0.01%
2,000
+187
298
$809K 0.01%
8,626
+74
299
$804K 0.01%
20,971
-25,238
300
$796K 0.01%
12,578
-222
10 11
12
13 14