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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$858K 0.01%
5,632
+1,328
302
$857K 0.01%
39,906
+3,627
303
$856K 0.01%
6,966
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304
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5,727
+654
305
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+7,576
306
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+332
307
$840K 0.01%
12,553
-174
308
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4,235
-186
309
$827K 0.01%
17,892
-195
310
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+16,698
311
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+2,316
312
$814K 0.01%
4,680
+377
313
$803K 0.01%
23,000
314
$802K 0.01%
21,235
-1,370
315
$801K 0.01%
4,115
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316
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12,234
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319
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8,492
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320
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1,765
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321
$769K 0.01%
33,928
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322
$769K 0.01%
3,825
-525
323
$765K 0.01%
4,910
+994
324
$763K 0.01%
6,311
+804
325
$757K 0.01%
28,144
-141
11 12
13
14 15