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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$694K 0.01%
11,673
+4,237
302
$690K 0.01%
3,448
+9
303
$683K 0.01%
8,707
+1,418
304
$678K 0.01%
32,206
+7,354
305
$677K 0.01%
8,417
+1,736
306
$668K 0.01%
14,213
+5,690
307
$667K 0.01%
+1,991
308
$664K 0.01%
+10,774
309
$659K 0.01%
3,005
+156
310
$647K 0.01%
+4,333
311
$646K 0.01%
+5,076
312
$639K 0.01%
+6,076
313
$638K 0.01%
3,870
+1,203
314
$625K 0.01%
46,703
-25,188
315
$618K 0.01%
+28,727
316
$615K 0.01%
+3,994
317
$613K 0.01%
3,784
+2,436
318
$613K 0.01%
5,470
+3,179
319
$607K 0.01%
5,928
-704
320
$602K 0.01%
+1,168
321
$601K 0.01%
+3,607
322
$599K 0.01%
+7,488
323
$591K 0.01%
+11,806
324
$590K 0.01%
+2,527
325
$588K 0.01%
+2,998
11 12
13
14 15