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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$205K 0.01%
+2,420
302
$204K 0.01%
+3,940
303
$202K 0.01%
+3,126
304
$202K 0.01%
+1,371
305
$202K 0.01%
+4,346
306
$202K 0.01%
+6,248
307
$177K 0.01%
14,352
+693
308
$143K 0.01%
19,825
309
$138K 0.01%
14,630
+1,820
310
$138K 0.01%
11,980
-62
311
$132K 0.01%
+10,933
312
$129K 0.01%
+10,755
313
$124K 0.01%
12,599
-210
314
$117K 0.01%
+12,478
315
$112K 0.01%
11,144
-3,072
316
$104K 0.01%
+10,315
317
$100K 0.01%
+10,940
318
$99K 0.01%
24,121
+1,835
319
$99K 0.01%
11,235
320
$74K ﹤0.01%
15,487
-2,552
321
$63K ﹤0.01%
16,500
322
$55K ﹤0.01%
23,402
-902
323
$44K ﹤0.01%
+17,266
324
$38K ﹤0.01%
21,649
+1,075
325
$37K ﹤0.01%
13,114
-1,188
10 11 12
13
14