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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$244K 0.01%
4,570
327
$243K 0.01%
13,867
+1,500
328
$242K 0.01%
4,710
-1,700
329
$239K 0.01%
4,476
+71
330
$238K 0.01%
5,525
331
$238K 0.01%
28,200
332
$236K 0.01%
2,319
-300
333
$233K 0.01%
1,878
-20,402
334
$232K 0.01%
1,826
-870
335
$228K 0.01%
2,080
-141
336
$226K 0.01%
641
-575
337
$224K 0.01%
5,186
-5,732
338
$223K 0.01%
4,587
-7,987
339
$221K 0.01%
+2,915
340
$220K 0.01%
1,656
-10
341
$220K 0.01%
2,306
-14,687
342
$219K 0.01%
2,363
-664
343
$219K 0.01%
1,606
-4,042
344
$218K 0.01%
1,562
-124
345
$218K 0.01%
11,962
-37,419
346
$218K 0.01%
+2,972
347
$215K 0.01%
14,322
+103
348
$215K 0.01%
4,600
-2,110
349
$213K 0.01%
3,491
-6,582
350
$211K 0.01%
3,240
-14,630
12 13
14
15 16