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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$597K 0.01%
4,533
+515
352
$595K 0.01%
+42,200
353
$593K 0.01%
9,177
+2,426
354
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56,882
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355
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4,556
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356
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2,714
-88
357
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30,156
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358
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1,751
+159
359
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3,656
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360
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361
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362
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3,558
+1,481
363
$560K 0.01%
12,302
+2,924
364
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12,418
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365
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4,173
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366
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11,239
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367
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12,574
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368
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6,740
+1,649
369
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370
$548K 0.01%
5,905
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371
$545K 0.01%
14,554
+1,514
372
$543K 0.01%
78,101
373
$543K 0.01%
2,059
+108
374
$541K 0.01%
12,464
+2,241
375
$541K 0.01%
3,566
+868
13 14
15
16 17