WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$919K 0.01%
4,999
-78
327
$916K 0.01%
5,272
+1,107
328
$900K 0.01%
398,374
329
$899K 0.01%
25,235
+9,023
330
$897K 0.01%
5,176
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331
$894K 0.01%
5,753
-45
332
$891K 0.01%
10,400
-2,554
333
$887K 0.01%
15,065
+830
334
$886K 0.01%
13,408
+9,987
335
$886K 0.01%
5,038
-515
336
$864K 0.01%
14,633
-5,064
337
$863K 0.01%
6,245
+298
338
$858K 0.01%
7,181
+36
339
$853K 0.01%
34,557
340
$853K 0.01%
15,651
-13,166
341
$847K 0.01%
+9,031
342
$841K 0.01%
15,294
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343
$839K 0.01%
13,257
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344
$836K 0.01%
22,574
-68
345
$834K 0.01%
+53,112
346
$833K 0.01%
15,150
+334
347
$833K 0.01%
3,879
-132
348
$824K 0.01%
6,467
+288
349
$819K 0.01%
3,417
350
$804K 0.01%
6,507
+502
12 13
14
15 16