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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$209K 0.01%
1,348
-4,841
352
$207K 0.01%
3,438
-5,208
353
$207K 0.01%
+2,619
354
$204K 0.01%
3,242
-1,225
355
$200K 0.01%
5,295
-17,610
356
$176K ﹤0.01%
12,288
-8,960
357
$159K ﹤0.01%
13,270
358
$143K ﹤0.01%
10,671
-125
359
$128K ﹤0.01%
10,000
-63
360
$116K ﹤0.01%
20,000
361
$72K ﹤0.01%
12,000
-1,000
362
$65K ﹤0.01%
500
363
$49K ﹤0.01%
10,500
364
$48K ﹤0.01%
800
+148
365
$45K ﹤0.01%
14,276
366
$44K ﹤0.01%
13,855
367
– –
-3,949
368
– –
-10,894
369
– –
-3,298
370
– –
-1,006
371
– –
-2,948
372
– –
-6,688
373
– –
-7,500
374
– –
-5,988
375
– –
-2,205
13 14
15
16 17