WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.11M 0.01%
24,113
-1,984
302
$1.09M 0.01%
4,103
+95
303
$1.08M 0.01%
93,672
-23,436
304
$1.05M 0.01%
9,500
-1,240
305
$1.05M 0.01%
7,620
-409
306
$1.04M 0.01%
74,306
+2,100
307
$1.04M 0.01%
17,075
+75
308
$1.04M 0.01%
41,250
-4,044
309
$1.03M 0.01%
30,797
+153
310
$1.02M 0.01%
19,278
+269
311
$1M 0.01%
9,561
-2,359
312
$987K 0.01%
3,002
+39
313
$986K 0.01%
13,084
-1,207
314
$986K 0.01%
29,054
-2,995
315
$976K 0.01%
10,568
-1,349
316
$963K 0.01%
17,808
-15,039
317
$961K 0.01%
24,742
-1,506
318
$960K 0.01%
324
+15
319
$955K 0.01%
14,896
320
$948K 0.01%
1,623
+133
321
$948K 0.01%
65,000
322
$938K 0.01%
3,678
+97
323
$936K 0.01%
27,042
+7,968
324
$932K 0.01%
8,145
+641
325
$927K 0.01%
8,544
+1,020
11 12
13
14 15