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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$518K 0.01%
6,270
+972
352
$515K 0.01%
30,000
+12,000
353
$514K 0.01%
16,470
354
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9,858
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17,029
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356
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8,699
-3,321
357
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30,840
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6,280
-3,976
359
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360
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14,341
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361
$486K 0.01%
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7,137
-1,701
363
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4,858
-124
364
$476K 0.01%
4,163
+5
365
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2,414
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1,821
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367
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-1,083
368
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20,119
+5,808
369
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2,397
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370
$445K 0.01%
5,794
-384
371
$443K 0.01%
9,437
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372
$442K 0.01%
6,153
-898
373
$441K 0.01%
10,789
-880
374
$440K 0.01%
56,146
375
$438K 0.01%
5,269
-545
13 14
15
16 17