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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.79M 0.02%
3,057
+481
277
$1.76M 0.02%
10,723
-1,140
278
$1.75M 0.02%
35,962
279
$1.68M 0.02%
16,335
+235
280
$1.66M 0.02%
148,095
+498
281
$1.66M 0.02%
8,665
-1,017
282
$1.66M 0.02%
70,740
283
$1.63M 0.02%
35,726
+234
284
$1.63M 0.02%
6,420
-2,069
285
$1.59M 0.02%
14,498
-524
286
$1.58M 0.02%
19,012
+3,014
287
$1.58M 0.02%
35,347
-10,869
288
$1.57M 0.02%
75,768
-92,900
289
$1.57M 0.02%
11,844
+1,116
290
$1.56M 0.02%
90,000
291
$1.56M 0.02%
11,429
-89
292
$1.56M 0.02%
30,634
-33,003
293
$1.56M 0.02%
27,093
+3,391
294
$1.51M 0.02%
11,212
-192
295
$1.51M 0.02%
28,610
+2,608
296
$1.5M 0.02%
6,052
-26
297
$1.5M 0.02%
16,910
+3,826
298
$1.49M 0.02%
30,069
+3,804
299
$1.48M 0.02%
5,797
-235
300
$1.48M 0.02%
7,157
+1,903
10 11
12
13 14