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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$355K 0.01%
+1,109
352
$354K 0.01%
+6,746
353
$343K 0.01%
+7,884
354
$341K 0.01%
+5,608
355
$340K 0.01%
+9,167
356
$338K 0.01%
+5,601
357
$337K 0.01%
+11,025
358
$336K 0.01%
+2,481
359
$333K 0.01%
+3,762
360
$331K 0.01%
+17,602
361
$329K 0.01%
+3,370
362
$327K 0.01%
7,713
+3,721
363
$325K 0.01%
+26,233
364
$323K 0.01%
+27,295
365
$322K 0.01%
+9,458
366
$321K 0.01%
+3,821
367
$321K 0.01%
+32,256
368
$319K 0.01%
+15,190
369
$318K 0.01%
+10,563
370
$317K 0.01%
+6,690
371
$312K 0.01%
19,254
+6,767
372
$310K 0.01%
+10,592
373
$310K 0.01%
+4,336
374
$310K 0.01%
+5,910
375
$307K 0.01%
+3,668
13 14
15
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