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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2M 0.01%
7,358
-1,366
277
$2M 0.01%
38,439
-100
278
$1.97M 0.01%
39,736
+11
279
$1.94M 0.01%
+59,538
280
$1.94M 0.01%
12,555
-544
281
$1.9M 0.01%
8,618
+4,250
282
$1.89M 0.01%
38,796
+393
283
$1.88M 0.01%
+258,588
284
$1.87M 0.01%
15,642
-611
285
$1.85M 0.01%
8,984
+4,903
286
$1.84M 0.01%
27,033
+351
287
$1.82M 0.01%
11,870
-449
288
$1.81M 0.01%
30,294
-2,649
289
$1.8M 0.01%
15,578
+6,036
290
$1.8M 0.01%
2,260
+2
291
$1.8M 0.01%
25,884
+13,009
292
$1.79M 0.01%
60,840
+31,892
293
$1.76M 0.01%
38,218
+8,923
294
$1.75M 0.01%
77,746
-6,929
295
$1.72M 0.01%
7,527
-256
296
$1.71M 0.01%
5,200
-242
297
$1.7M 0.01%
4,058
+79
298
$1.7M 0.01%
6,019
-563
299
$1.68M 0.01%
15,411
+47
300
$1.67M 0.01%
20,331
+14,060
10 11
12
13 14