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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$785K 0.01%
6,052
+1,705
302
$784K 0.01%
23,868
-4,202
303
$771K 0.01%
9,692
+3,351
304
$769K 0.01%
10,042
+2,121
305
$760K 0.01%
14,332
-5,626
306
$760K 0.01%
5,481
-23
307
$754K 0.01%
24,144
-968
308
$748K 0.01%
11,551
+4,869
309
$741K 0.01%
23,000
-226
310
$732K 0.01%
+7,370
311
$726K 0.01%
6,156
+2,993
312
$725K 0.01%
14,405
+3,971
313
$724K 0.01%
9,625
-3,046
314
$723K 0.01%
7,657
+657
315
$722K 0.01%
2,803
+212
316
$721K 0.01%
35,109
-10,584
317
$716K 0.01%
10,873
+50
318
$710K 0.01%
+14,214
319
$709K 0.01%
4,071
+578
320
$708K 0.01%
8,166
+2,790
321
$706K 0.01%
33,646
322
$702K 0.01%
3,313
+1,446
323
$699K 0.01%
8,998
+1,399
324
$697K 0.01%
15,002
+3,268
325
$696K 0.01%
9,879
+1,835
11 12
13
14 15