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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.03M 0.02%
13,471
+982
277
$1.01M 0.02%
2,715
+319
278
$996K 0.02%
2,435
+506
279
$995K 0.02%
59,901
+10,374
280
$992K 0.02%
4,219
+128
281
$982K 0.02%
11,622
282
$982K 0.02%
16,956
-167
283
$974K 0.02%
29,447
+3,615
284
$973K 0.02%
10,837
+541
285
$970K 0.02%
31,529
+209
286
$956K 0.02%
6,770
287
$954K 0.02%
24,055
+911
288
$944K 0.02%
37,226
289
$941K 0.02%
65,000
290
$940K 0.02%
12,493
-532
291
$912K 0.02%
+49,180
292
$910K 0.02%
82,841
+32,841
293
$898K 0.01%
36,339
+330
294
$898K 0.01%
31,396
+9,379
295
$897K 0.01%
15,345
+3,011
296
$876K 0.01%
10,874
+2,066
297
$873K 0.01%
24,948
-2,791
298
$863K 0.01%
+1,419
299
$860K 0.01%
+12,419
300
$859K 0.01%
7,324
+1,084
10 11
12
13 14