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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$285K 0.01%
754
-3,688
302
$285K 0.01%
1,481
-11,457
303
$284K 0.01%
3,046
-82
304
$284K 0.01%
4,861
-1
305
$279K 0.01%
1,514
-3,022
306
$277K 0.01%
8,763
-21,376
307
$277K 0.01%
16,180
+5,726
308
$276K 0.01%
1,340
-3,077
309
$276K 0.01%
+4,726
310
$275K 0.01%
3,994
-3,530
311
$272K 0.01%
2,626
312
$271K 0.01%
4,714
313
$267K 0.01%
5,111
-2,537
314
$263K 0.01%
2,400
+132
315
$262K 0.01%
3,647
-5,839
316
$262K 0.01%
2,208
-7,138
317
$261K 0.01%
2,875
+190
318
$260K 0.01%
2,910
-1,407
319
$259K 0.01%
2,291
-2,715
320
$256K 0.01%
3,274
-4,054
321
$253K 0.01%
1,977
-6,733
322
$250K 0.01%
+5,305
323
$249K 0.01%
1,329
-3,421
324
$249K 0.01%
4,761
+3
325
$245K 0.01%
1,277
-1,023
11 12
13
14 15