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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$855K 0.01%
19,586
-382
277
$848K 0.01%
15,161
+417
278
$843K 0.01%
13,118
-1,218
279
$839K 0.01%
+52,596
280
$838K 0.01%
5,078
-1,768
281
$828K 0.01%
32,481
-2,628
282
$817K 0.01%
8,726
-1,102
283
$810K 0.01%
23,000
284
$807K 0.01%
4,223
-2,422
285
$806K 0.01%
12,485
-1,952
286
$804K 0.01%
5,991
-653
287
$803K 0.01%
11,521
-3,037
288
$803K 0.01%
3,606
-1,599
289
$790K 0.01%
13,733
-3,154
290
$782K 0.01%
22,941
-1,412
291
$781K 0.01%
10,885
+12
292
$777K 0.01%
4,004
-1,676
293
$771K 0.01%
4,611
-765
294
$761K 0.01%
4,086
+15
295
$755K 0.01%
5,510
+29
296
$755K 0.01%
9,904
+279
297
$751K 0.01%
9,564
-1,534
298
$743K 0.01%
4,551
-907
299
$742K 0.01%
8,519
-2,746
300
$728K 0.01%
1,890
-1,507
10 11
12
13 14