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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.64M 0.01%
33,941
-3,152
302
$1.63M 0.01%
70,740
303
$1.62M 0.01%
11,059
+39
304
$1.62M 0.01%
5,311
+322
305
$1.62M 0.01%
13,490
306
$1.58M 0.01%
20,543
+4,733
307
$1.58M 0.01%
6,836
+222
308
$1.57M 0.01%
18,964
309
$1.56M 0.01%
11,838
+2,085
310
$1.54M 0.01%
37,974
+2,083
311
$1.54M 0.01%
3,304
+95
312
$1.53M 0.01%
8,700
+121
313
$1.53M 0.01%
8,942
+4,143
314
$1.52M 0.01%
36,021
315
$1.51M 0.01%
16,298
+1,339
316
$1.5M 0.01%
7,971
-2,016
317
$1.49M 0.01%
3,879
+74
318
$1.48M 0.01%
5,847
-444
319
$1.47M 0.01%
13,423
-468
320
$1.46M 0.01%
29,903
-3,786
321
$1.46M 0.01%
9,413
+14
322
$1.45M 0.01%
14,832
+9,225
323
$1.44M 0.01%
18,445
-22,364
324
$1.42M 0.01%
14,548
+119
325
$1.41M 0.01%
11,026
-814
11 12
13
14 15