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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$514K 0.01%
2,976
+1,462
352
$510K 0.01%
+10,998
353
$505K 0.01%
4,903
-1,109
354
$500K 0.01%
6,800
-1,106
355
$499K 0.01%
+8,124
356
$496K 0.01%
+14,913
357
$496K 0.01%
710
+130
358
$494K 0.01%
4,303
+2,095
359
$490K 0.01%
+6,250
360
$487K 0.01%
+6,977
361
$486K 0.01%
16,219
+822
362
$478K 0.01%
+48,787
363
$477K 0.01%
+399
364
$477K 0.01%
9,934
+2,690
365
$473K 0.01%
3,192
+1,586
366
$473K 0.01%
+7,762
367
$473K 0.01%
+3,401
368
$472K 0.01%
22,987
+7,494
369
$472K 0.01%
+8,713
370
$468K 0.01%
+4,191
371
$464K 0.01%
+1,856
372
$459K 0.01%
333
+23
373
$454K 0.01%
4,768
+396
374
$454K 0.01%
+7,250
375
$451K 0.01%
8,707
+2,198
13 14
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