WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.26M 0.02%
40,739
+5,560
277
$1.26M 0.02%
10,761
278
$1.26M 0.02%
2,861
-145
279
$1.25M 0.02%
23,579
-8,560
280
$1.24M 0.02%
5,461
-341
281
$1.22M 0.02%
15,998
-414
282
$1.22M 0.02%
11,500
+2,200
283
$1.22M 0.02%
38,684
-5,669
284
$1.21M 0.02%
4,823
+165
285
$1.2M 0.02%
2,576
-394
286
$1.2M 0.02%
18,481
-8,560
287
$1.2M 0.02%
8,849
+191
288
$1.19M 0.02%
13,373
-491
289
$1.19M 0.02%
19,462
+9,024
290
$1.19M 0.02%
16,441
+47
291
$1.19M 0.02%
18,116
+2,222
292
$1.18M 0.02%
49,480
+278
293
$1.18M 0.02%
+95,653
294
$1.18M 0.02%
11,518
-1,743
295
$1.16M 0.01%
9,213
+51
296
$1.15M 0.01%
26,265
+1,584
297
$1.15M 0.01%
5,042
-749
298
$1.14M 0.01%
35,003
299
$1.13M 0.01%
27,223
-1,464
300
$1.12M 0.01%
5,254
+17
10 11
12
13 14