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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.41M 0.01%
51,658
+330
327
$1.41M 0.01%
9,613
+51
328
$1.4M 0.01%
124,888
+87,853
329
$1.4M 0.01%
5,406
+2,660
330
$1.38M 0.01%
5,430
+16
331
$1.38M 0.01%
95,223
+69,988
332
$1.36M 0.01%
6,592
333
$1.35M 0.01%
55,473
-2,059
334
$1.34M 0.01%
29,005
-104
335
$1.33M 0.01%
36,528
+5,354
336
$1.32M 0.01%
19,178
-425
337
$1.3M 0.01%
10,427
+639
338
$1.29M 0.01%
21,000
+10,615
339
$1.28M 0.01%
95,415
340
$1.28M 0.01%
7,106
-368
341
$1.27M 0.01%
2,065
-212
342
$1.26M 0.01%
30,633
-2,970
343
$1.25M 0.01%
14,850
+110
344
$1.24M 0.01%
6,933
-66
345
$1.23M 0.01%
16,718
+787
346
$1.22M 0.01%
8,412
-1,390
347
$1.21M 0.01%
2,050
+963
348
$1.21M 0.01%
10,848
+118
349
$1.19M 0.01%
10,816
+5,420
350
$1.19M 0.01%
39,444
+1,240
12 13
14
15 16