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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$398K 0.01%
1,951
+549
352
$395K 0.01%
+14,631
353
$394K 0.01%
+3,824
354
$393K 0.01%
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-566
355
$393K 0.01%
2,296
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356
$393K 0.01%
26,518
+15,763
357
$391K 0.01%
10,862
+4,614
358
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+4,189
359
$387K 0.01%
+1,863
360
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+3,563
361
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362
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+4,013
363
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+7,398
364
$378K 0.01%
+17,095
365
$377K 0.01%
10,866
+2,321
366
$377K 0.01%
7,751
+2,862
367
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1,803
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368
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369
$374K 0.01%
+5,792
370
$372K 0.01%
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371
$370K 0.01%
+3,596
372
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+10,001
373
$368K 0.01%
6,108
+125
374
$365K 0.01%
+5,200
375
$363K 0.01%
+7,212
13 14
15
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