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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$756K 0.01%
8,654
+489
327
$749K 0.01%
8,682
+136
328
$749K 0.01%
9,558
+2,824
329
$745K 0.01%
15,079
+5,091
330
$735K 0.01%
9,225
+2,099
331
$727K 0.01%
23,126
-300
332
$725K 0.01%
5,909
+1,093
333
$721K 0.01%
3,464
+1,212
334
$717K 0.01%
647
+11
335
$714K 0.01%
2,496
+53
336
$709K 0.01%
+9,395
337
$705K 0.01%
7,431
+5,263
338
$703K 0.01%
108,159
339
$685K 0.01%
12,842
+82
340
$664K 0.01%
14,862
+906
341
$662K 0.01%
19,286
-300
342
$661K 0.01%
7,056
-504
343
$656K 0.01%
21,609
-66
344
$655K 0.01%
12,000
+4,000
345
$652K 0.01%
3,417
+12
346
$649K 0.01%
12,500
347
$648K 0.01%
+11,916
348
$647K 0.01%
+5,182
349
$643K 0.01%
10,224
+1,676
350
$631K 0.01%
+6,659
12 13
14
15 16