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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$694K 0.01%
10,256
+3,270
327
$693K 0.01%
2,043
+309
328
$693K 0.01%
+1,460
329
$690K 0.01%
18,606
+303
330
$689K 0.01%
2,776
+234
331
$679K 0.01%
6,356
+678
332
$678K 0.01%
4,625
+2,106
333
$673K 0.01%
4,638
-874
334
$672K 0.01%
13,542
+5
335
$666K 0.01%
8,718
+1,183
336
$659K 0.01%
20,029
+3,279
337
$658K 0.01%
6,560
+737
338
$650K 0.01%
15,750
-3,920
339
$648K 0.01%
6,800
+1,056
340
$645K 0.01%
1,181
+641
341
$645K 0.01%
16,178
-205
342
$645K 0.01%
34,656
+386
343
$624K 0.01%
1,817
+725
344
$613K 0.01%
22,809
+3,351
345
$610K 0.01%
7,892
-2,238
346
$604K 0.01%
14,648
+1,639
347
$585K 0.01%
3,405
348
$577K 0.01%
7,368
+500
349
$568K 0.01%
6,774
+1,197
350
$567K 0.01%
+5,030
12 13
14
15 16