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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.25M 0.02%
10,756
+730
277
$1.24M 0.02%
9,885
-1,478
278
$1.24M 0.02%
13,183
+1,166
279
$1.23M 0.02%
26,425
+126
280
$1.19M 0.02%
6,352
+625
281
$1.18M 0.02%
16,313
+617
282
$1.18M 0.02%
6,326
+10
283
$1.18M 0.02%
10,058
+167
284
$1.18M 0.02%
12,615
+1,778
285
$1.15M 0.02%
17,000
+5,000
286
$1.15M 0.02%
1,627
+723
287
$1.15M 0.02%
24,637
+15,595
288
$1.14M 0.02%
8,240
-153
289
$1.13M 0.02%
14,896
-44
290
$1.13M 0.02%
45,270
-11,367
291
$1.13M 0.02%
13,637
+166
292
$1.12M 0.02%
4,829
-1,207
293
$1.11M 0.02%
6,406
-249
294
$1.11M 0.02%
35,794
+7,650
295
$1.1M 0.02%
35,003
-3,870
296
$1.09M 0.02%
11,622
297
$1.09M 0.02%
6,088
+456
298
$1.09M 0.02%
31,307
-222
299
$1.08M 0.02%
16,352
-175
300
$1.06M 0.02%
4,895
+780
10 11
12
13 14