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
$4.52B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$36.7M
3
+$21M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$125M
2
+$109M
3
+$99.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$42.7M

Sector Composition

1 Technology 4.07%
2 Financials 2.93%
3 Consumer Discretionary 1.54%
4 Healthcare 1.42%
5 Industrials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$428K 0.01%
+3,697
352
$419K 0.01%
24,645
353
$416K 0.01%
7,398
354
$415K 0.01%
6,910
-35
355
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14,211
+164
356
$409K 0.01%
5,226
+133
357
$407K 0.01%
+619
358
$404K 0.01%
2,507
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359
$400K 0.01%
613
-1,452
360
$397K 0.01%
856
-310
361
$397K 0.01%
+10,313
362
$392K 0.01%
3,734
+308
363
$391K 0.01%
5,152
-6,796
364
$390K 0.01%
636
+26
365
$390K 0.01%
4,204
+339
366
$384K 0.01%
1,746
-924
367
$383K 0.01%
4,661
-2,139
368
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1,863
-281
369
$381K 0.01%
3,505
+175
370
$378K 0.01%
857
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371
$378K 0.01%
447
-13
372
$375K 0.01%
1,799
-1,199
373
$375K 0.01%
2,883
+264
374
$372K 0.01%
3,666
+1,475
375
$372K 0.01%
+20,743
13 14
15
16 17