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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$470K 0.02%
+2,357
302
$468K 0.02%
4,704
+2,335
303
$457K 0.02%
+4,449
304
$457K 0.02%
+16,064
305
$457K 0.02%
+13,821
306
$456K 0.02%
+14,321
307
$452K 0.02%
3,858
+16
308
$452K 0.02%
+67,935
309
$448K 0.02%
5,515
-741
310
$446K 0.02%
23,349
+14,649
311
$443K 0.02%
+9,208
312
$440K 0.02%
+4,971
313
$439K 0.02%
+13,467
314
$438K 0.02%
+9,428
315
$438K 0.02%
+7,976
316
$437K 0.02%
+3,230
317
$436K 0.02%
+51,282
318
$430K 0.02%
+4,842
319
$429K 0.02%
+2,160
320
$427K 0.02%
+4,296
321
$427K 0.02%
2,326
+57
322
$426K 0.02%
+12,872
323
$425K 0.02%
+2,361
324
$425K 0.02%
+6,756
325
$424K 0.02%
+1,571
11 12
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