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
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4,999
-78
327
$916K 0.01%
5,272
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328
$900K 0.01%
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329
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25,235
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330
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5,176
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7,181
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339
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34,557
340
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15,294
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$834K 0.01%
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346
$833K 0.01%
15,150
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347
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3,879
-132
348
$824K 0.01%
6,467
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349
$819K 0.01%
3,417
350
$804K 0.01%
6,507
+502