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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$911K 0.01%
+10,360
327
$910K 0.01%
11,050
+1,492
328
$907K 0.01%
748
+101
329
$902K 0.01%
43,472
+11,760
330
$895K 0.01%
5,693
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331
$893K 0.01%
7,067
+101
332
$876K 0.01%
11,180
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333
$868K 0.01%
18,162
+270
334
$865K 0.01%
5,150
+1,545
335
$865K 0.01%
8,391
-452
336
$864K 0.01%
12,000
-553
337
$863K 0.01%
8,704
+50
338
$856K 0.01%
10,063
-432
339
$851K 0.01%
23,000
340
$844K 0.01%
16,765
-5,233
341
$844K 0.01%
36,120
-3,786
342
$838K 0.01%
108,159
343
$829K 0.01%
3,667
+203
344
$821K 0.01%
27,249
+179
345
$820K 0.01%
3,607
-218
346
$815K 0.01%
7,881
-611
347
$808K 0.01%
+4,206
348
$797K 0.01%
1,994
+399
349
$782K 0.01%
10,827
+1,432
350
$772K 0.01%
15,428
-1,270
12 13
14
15 16