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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

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
328
$518K 0.01%
1,882
+466
329
$518K 0.01%
+6,846
330
$509K 0.01%
22,500
331
$505K 0.01%
9,522
-35
332
$505K 0.01%
4,347
-30
333
$502K 0.01%
25,107
-4,268
334
$499K 0.01%
56,146
335
$497K 0.01%
15,683
-67
336
$493K 0.01%
5,744
+1,015
337
$491K 0.01%
21,304
+25
338
$485K 0.01%
19,458
-631
339
$485K 0.01%
+13,902
340
$480K 0.01%
16,750
-454
341
$475K 0.01%
6,750
342
$469K 0.01%
+9,448
343
$467K 0.01%
+3,764
344
$466K 0.01%
5,691
-1,498
345
$466K 0.01%
+19,125
346
$463K 0.01%
+13,009
347
$462K 0.01%
5,779
-409
348
$461K 0.01%
+11,734
349
$457K 0.01%
10,434
-501
350
$456K 0.01%
8,471
+211
12 13
14
15 16