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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$513K 0.02%
37,498
+23,146
302
$513K 0.02%
4,384
+1,237
303
$513K 0.02%
+78,101
304
$509K 0.02%
+7,074
305
$508K 0.02%
10,210
+1,837
306
$503K 0.02%
23,026
+5,705
307
$498K 0.01%
2,350
-180
308
$497K 0.01%
+8,618
309
$497K 0.01%
13,329
+5,689
310
$494K 0.01%
+7,200
311
$493K 0.01%
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312
$492K 0.01%
5,213
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313
$491K 0.01%
+55,947
314
$490K 0.01%
9,757
+1,594
315
$489K 0.01%
4,487
+250
316
$488K 0.01%
24,760
+7,057
317
$485K 0.01%
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318
$485K 0.01%
1,125
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319
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+6,635
320
$479K 0.01%
+4,230
321
$479K 0.01%
3,959
+880
322
$461K 0.01%
+30,131
323
$459K 0.01%
+714
324
$454K 0.01%
+14,830
325
$454K 0.01%
+23,621
11 12
13
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