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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$451K 0.01%
+7,070
327
$450K 0.01%
3,451
-858
328
$449K 0.01%
3,332
+1,436
329
$445K 0.01%
+11,135
330
$445K 0.01%
2,615
+65
331
$444K 0.01%
+7,420
332
$438K 0.01%
7,622
+1,452
333
$434K 0.01%
9,378
+2,474
334
$432K 0.01%
+23,067
335
$428K 0.01%
2,454
336
$424K 0.01%
+5,091
337
$422K 0.01%
3,582
+1,276
338
$420K 0.01%
+11,585
339
$418K 0.01%
2,829
+978
340
$418K 0.01%
+10,223
341
$415K 0.01%
2,891
+1,089
342
$415K 0.01%
4,864
+1,508
343
$412K 0.01%
1,592
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344
$412K 0.01%
+17,939
345
$409K 0.01%
20,376
+8,171
346
$405K 0.01%
+3,299
347
$403K 0.01%
2,452
+788
348
$403K 0.01%
+6,810
349
$401K 0.01%
+5,307
350
$400K 0.01%
+1,075
12 13
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