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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$853K 0.01%
25,832
+1,072
277
$853K 0.01%
11,118
-403
278
$852K 0.01%
28,285
+100
279
$851K 0.01%
18,087
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280
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3,786
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281
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7,026
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282
$834K 0.01%
636
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283
$826K 0.01%
4,099
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284
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12,334
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285
$815K 0.01%
8,546
-180
286
$814K 0.01%
23,000
287
$811K 0.01%
36,279
-3,519
288
$808K 0.01%
10,678
+774
289
$805K 0.01%
2,443
-10
290
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291
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292
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4,693
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293
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10,296
-33
294
$782K 0.01%
19,586
295
$779K 0.01%
8,189
-1,511
296
$777K 0.01%
8,808
-4,242
297
$768K 0.01%
5,456
-54
298
$766K 0.01%
108,159
-160
299
$760K 0.01%
5,507
-484
300
$750K 0.01%
+33,129
10 11
12
13 14