WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$56.1M
2
+$33.3M
3
+$23.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$23.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$22.9M

Top Sells

1
+$25.3M
2
+$7.84M
3
+$4.44M
4
CME icon
CME Group
CME
+$4.42M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.27M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$526K 0.01%
1,734
-7
327
$522K 0.01%
16,470
-6,580
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+6,846
329
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330
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22,500
331
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-35
332
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4,347
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333
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25,107
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335
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15,683
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336
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5,744
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337
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21,304
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338
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+13,902
339
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19,458
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340
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16,750
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341
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342
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5,691
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345
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346
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+13,009
347
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5,779
-409
348
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+11,734
349
$457K 0.01%
9,275
-445
350
$456K 0.01%
8,471
+211
12 13
14
15 16