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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$588K 0.01%
+8,134
327
$586K 0.01%
+42,361
328
$581K 0.01%
+1,610
329
$580K 0.01%
+9,398
330
$579K 0.01%
9,678
+6,187
331
$579K 0.01%
+2,834
332
$576K 0.01%
+3,669
333
$575K 0.01%
+33,222
334
$573K 0.01%
7,723
+3
335
$572K 0.01%
7,170
+510
336
$563K 0.01%
30,408
+14,280
337
$562K 0.01%
+9,757
338
$553K 0.01%
+1,668
339
$538K 0.01%
8,207
+2,553
340
$537K 0.01%
+3,098
341
$537K 0.01%
86,377
342
$535K 0.01%
+7,858
343
$531K 0.01%
+11,277
344
$530K 0.01%
15,360
+6,597
345
$527K 0.01%
2,144
+321
346
$526K 0.01%
10,922
-2,005
347
$525K 0.01%
6,627
-17
348
$522K 0.01%
6,672
-171
349
$518K 0.01%
8,107
-8
350
$515K 0.01%
2,670
+1,393
12 13
14
15 16