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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$710K 0.02%
9,486
+437
327
$705K 0.02%
7,738
+1,011
328
$696K 0.02%
25,605
+2,579
329
$687K 0.02%
+5,887
330
$685K 0.02%
+7,124
331
$680K 0.02%
5,351
+2,712
332
$676K 0.02%
2,966
+1,686
333
$675K 0.02%
4,000
+2,552
334
$653K 0.02%
9,493
+2,073
335
$650K 0.02%
14,948
+4,086
336
$648K 0.02%
11,969
+852
337
$642K 0.02%
5,646
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338
$635K 0.02%
5,894
+2,853
339
$628K 0.01%
4,658
+469
340
$622K 0.01%
1,484
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341
$620K 0.01%
7,268
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342
$619K 0.01%
28,349
+3,589
343
$618K 0.01%
10,073
+783
344
$615K 0.01%
8,364
-254
345
$615K 0.01%
6,031
+4
346
$612K 0.01%
6,078
+14
347
$611K 0.01%
25,808
+5,432
348
$608K 0.01%
3,283
+160
349
$603K 0.01%
7,385
+315
350
$601K 0.01%
884
+139
12 13
14
15 16