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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$453K 0.01%
8,072
+2,924
352
$449K 0.01%
4,421
+400
353
$444K 0.01%
11,087
354
$443K 0.01%
45,151
+2,790
355
$440K 0.01%
34,270
-48,500
356
$440K 0.01%
+5,920
357
$438K 0.01%
+4,847
358
$438K 0.01%
+6,868
359
$437K 0.01%
15,314
+17
360
$436K 0.01%
547
-1,500
361
$435K 0.01%
5,577
+1,023
362
$434K 0.01%
5,376
+1,642
363
$430K 0.01%
30,840
+12
364
$429K 0.01%
+8,891
365
$429K 0.01%
6,488
+346
366
$423K 0.01%
6,682
+404
367
$421K 0.01%
73,369
+2,862
368
$417K 0.01%
88,299
369
$405K 0.01%
2,467
+455
370
$401K 0.01%
1,867
-157
371
$396K 0.01%
48,787
372
$396K 0.01%
+6,448
373
$394K 0.01%
6,341
+412
374
$393K 0.01%
7,300
+250
375
$390K 0.01%
471
+3
13 14
15
16 17