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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$750K 0.01%
8,165
302
$746K 0.01%
4,304
-247
303
$742K 0.01%
1,460
304
$741K 0.01%
4,303
+1,338
305
$739K 0.01%
8,175
-344
306
$725K 0.01%
8,545
+1,719
307
$723K 0.01%
13,956
-1,205
308
$702K 0.01%
3,916
-88
309
$702K 0.01%
12,760
-284
310
$701K 0.01%
3,190
-416
311
$699K 0.01%
6,723
-1,900
312
$697K 0.01%
7,027
313
$689K 0.01%
874
+546
314
$689K 0.01%
5,206
+815
315
$681K 0.01%
21,675
+300
316
$672K 0.01%
3,405
317
$668K 0.01%
22,017
-924
318
$660K 0.01%
910
+408
319
$650K 0.01%
6,611
-2
320
$645K 0.01%
5,664
-35
321
$642K 0.01%
12,500
322
$638K 0.01%
11,896
-1,300
323
$637K 0.01%
7,560
+252
324
$625K 0.01%
2,541
-48
325
$625K 0.01%
6,021
+340
11 12
13
14 15