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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.3M 0.01%
4,690
-133
327
$1.3M 0.01%
9,369
-1,392
328
$1.26M 0.01%
8,946
-267
329
$1.26M 0.01%
6,265
+2,860
330
$1.24M 0.01%
37,176
-1,508
331
$1.23M 0.01%
17,133
+58
332
$1.23M 0.01%
95,653
333
$1.23M 0.01%
4,944
+1,065
334
$1.22M 0.01%
5,899
-275
335
$1.21M 0.01%
5,249
+207
336
$1.21M 0.01%
29,788
+2,746
337
$1.21M 0.01%
19,465
+187
338
$1.21M 0.01%
6,323
+1,285
339
$1.2M 0.01%
39,543
-5,559
340
$1.2M 0.01%
30,048
+994
341
$1.2M 0.01%
12,002
+96
342
$1.19M 0.01%
21,104
-578
343
$1.17M 0.01%
10,483
-2,890
344
$1.17M 0.01%
4,589
+235
345
$1.17M 0.01%
3,001
-1
346
$1.17M 0.01%
9,076
-424
347
$1.16M 0.01%
6,302
+549
348
$1.14M 0.01%
32,497
-15,986
349
$1.14M 0.01%
4,024
-79
350
$1.13M 0.01%
14,132
+724
12 13
14
15 16