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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$800K 0.02%
+21,848
302
$792K 0.02%
538
-75
303
$789K 0.02%
6,583
+1,084
304
$787K 0.02%
6,189
+2,805
305
$783K 0.02%
4,269
+207
306
$782K 0.02%
6,419
+2,035
307
$775K 0.02%
22,905
+3,360
308
$761K 0.02%
1,555
+228
309
$756K 0.02%
7,908
+655
310
$754K 0.02%
4,731
+312
311
$753K 0.02%
56,646
-31,482
312
$751K 0.02%
4,536
+2,172
313
$733K 0.02%
2,605
+372
314
$725K 0.02%
7,983
+4,549
315
$724K 0.02%
21,936
+4,272
316
$724K 0.02%
36,214
-203
317
$723K 0.02%
3,161
+782
318
$722K 0.02%
11,984
+2,420
319
$719K 0.02%
7,571
+3,878
320
$718K 0.02%
15,178
+7,873
321
$715K 0.02%
18,501
+4,016
322
$714K 0.02%
3,910
+1,560
323
$713K 0.02%
2,259
+151
324
$712K 0.02%
22,010
+3,643
325
$712K 0.02%
8,507
+1,179
11 12
13
14 15