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
$4.78B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$92.2M
3
+$77.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$48.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$41.8M

Top Sells

1
+$14M
2
+$8.25M
3
+$8.18M
4
BND icon
Vanguard Total Bond Market
BND
+$5.23M
5
PAG icon
Penske Automotive Group
PAG
+$3M

Sector Composition

1 Technology 2.25%
2 Financials 2.07%
3 Healthcare 1.16%
4 Consumer Discretionary 1.02%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$400K 0.01%
+4,021
352
$395K 0.01%
18,124
+84
353
$387K 0.01%
9,180
+2,085
354
$387K 0.01%
+2,250
355
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4,554
-119
356
$385K 0.01%
10,232
357
$370K 0.01%
+6,540
358
$364K 0.01%
+13,650
359
$363K 0.01%
4,661
360
$362K 0.01%
15,094
+7,605
361
$361K 0.01%
88,299
+1,922
362
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2,012
+127
363
$358K 0.01%
7,789
364
$358K 0.01%
570
365
$357K 0.01%
46,713
+13,346
366
$357K 0.01%
927
+21
367
$355K 0.01%
1,194
-254
368
$353K 0.01%
42,675
369
$349K 0.01%
6,480
-440
370
$345K 0.01%
4,360
+201
371
$344K 0.01%
3,469
+49
372
$344K 0.01%
3,688
-440
373
$340K 0.01%
1,290
+18
374
$339K 0.01%
14,401
+152
375
$338K 0.01%
5,510
13 14
15
16 17