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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$606K 0.01%
13,537
+212
302
$592K 0.01%
9,701
+3,243
303
$592K 0.01%
18,303
+53
304
$591K 0.01%
1,813
-49
305
$589K 0.01%
7,921
+1,834
306
$585K 0.01%
3,937
+1,066
307
$585K 0.01%
2,406
+6
308
$580K 0.01%
7,398
+3,038
309
$578K 0.01%
5,823
-493
310
$577K 0.01%
7,000
311
$572K 0.01%
10,436
-1,127
312
$571K 0.01%
3,493
+13
313
$569K 0.01%
3,677
+426
314
$561K 0.01%
+12,349
315
$561K 0.01%
5,678
+48
316
$558K 0.01%
9,437
317
$557K 0.01%
2,591
-75
318
$549K 0.01%
+3,405
319
$545K 0.01%
25,751
320
$539K 0.01%
2,542
+26
321
$537K 0.01%
10,783
+2,538
322
$533K 0.01%
5,815
+3,070
323
$533K 0.01%
7,535
+919
324
$527K 0.01%
6,438
325
$527K 0.01%
8,044
+1,779
11 12
13
14 15