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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$624K 0.01%
20,306
+737
327
$616K 0.01%
29,108
-4,538
328
$607K 0.01%
4,816
-295
329
$605K 0.01%
55,000
330
$604K 0.01%
26,629
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331
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332
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5,274
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334
$589K 0.01%
24,607
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335
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336
$578K 0.01%
7,794
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337
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30,852
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338
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3,708
-6
339
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14,083
340
$565K 0.01%
26,714
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341
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993
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343
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12,814
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344
$543K 0.01%
6,270
345
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6,698
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346
$533K 0.01%
7,126
-11
347
$533K 0.01%
30,000
348
$532K 0.01%
8,128
+441
349
$528K 0.01%
39,270
350
$527K 0.01%
50,000
-60,000
12 13
14
15 16