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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$600K 0.01%
7,771
-947
327
$599K 0.01%
108,319
+160
328
$597K 0.01%
5,838
+21
329
$593K 0.01%
25,107
330
$592K 0.01%
2,589
-1,802
331
$579K 0.01%
1,402
-568
332
$578K 0.01%
11,054
-7,458
333
$575K 0.01%
19,569
-3,240
334
$568K 0.01%
+55,000
335
$563K 0.01%
15,599
-242
336
$560K 0.01%
5,699
-861
337
$554K 0.01%
420
-84
338
$548K 0.01%
14,083
-2,095
339
$545K 0.01%
3,714
-50
340
$544K 0.01%
+11,027
341
$536K 0.01%
6,651
-2,347
342
$535K 0.01%
6,826
-2,866
343
$535K 0.01%
6,750
-183
344
$530K 0.01%
5,540
-1,260
345
$530K 0.01%
5,681
-675
346
$526K 0.01%
10,126
-4,279
347
$524K 0.01%
5,279
-877
348
$524K 0.01%
4,379
-259
349
$520K 0.01%
7,687
-2,192
350
$518K 0.01%
22,500
12 13
14
15 16