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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.05M 0.02%
50,371
-829
302
$1.05M 0.01%
79,102
-9,709
303
$1.04M 0.01%
36,431
+92
304
$1.03M 0.01%
10,876
-4,263
305
$1.02M 0.01%
+26,388
306
$1.02M 0.01%
27,540
-3,856
307
$1.01M 0.01%
8,665
+3,884
308
$1M 0.01%
5,216
+2,708
309
$1M 0.01%
4,234
-1
310
$994K 0.01%
3,966
-253
311
$990K 0.01%
50,301
+1,121
312
$982K 0.01%
+18,817
313
$981K 0.01%
8,064
+488
314
$977K 0.01%
12,812
+393
315
$975K 0.01%
65,000
316
$968K 0.01%
9,184
+4,226
317
$965K 0.01%
24,722
-226
318
$955K 0.01%
15,551
+206
319
$946K 0.01%
4,794
+114
320
$936K 0.01%
141,144
-163,645
321
$934K 0.01%
6,033
+124
322
$931K 0.01%
14,437
-2,519
323
$923K 0.01%
2,315
-1
324
$916K 0.01%
14,067
+1,833
325
$913K 0.01%
353
+21
11 12
13
14 15