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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$423K 0.02%
+6,287
327
$420K 0.02%
+6,348
328
$420K 0.02%
+2,964
329
$417K 0.02%
+8,681
330
$417K 0.02%
+68,000
331
$405K 0.02%
+27,560
332
$390K 0.02%
+4,485
333
$387K 0.02%
+37,765
334
$387K 0.02%
+1,232
335
$387K 0.02%
+7,195
336
$383K 0.02%
+3,826
337
$379K 0.02%
3,395
+1,926
338
$379K 0.02%
+4,583
339
$377K 0.02%
+18,360
340
$377K 0.02%
+23,002
341
$376K 0.02%
+7,439
342
$368K 0.02%
7,694
+2,672
343
$364K 0.02%
+8,095
344
$363K 0.02%
+8,008
345
$361K 0.02%
+7,305
346
$360K 0.02%
+22,792
347
$358K 0.02%
+5,068
348
$357K 0.02%
+5,569
349
$356K 0.01%
+11,813
350
$356K 0.01%
+6,835
12 13
14
15 16