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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$525K 0.01%
109,443
+21,144
352
$523K 0.01%
5,565
+36
353
$522K 0.01%
8,884
+2,396
354
$521K 0.01%
9,988
-138
355
$518K 0.01%
6,750
356
$517K 0.01%
10,995
-32
357
$516K 0.01%
5,706
+166
358
$516K 0.01%
+18,843
359
$510K 0.01%
+4,437
360
$510K 0.01%
9,437
361
$509K 0.01%
16,470
362
$508K 0.01%
22,500
363
$507K 0.01%
6,760
+20
364
$505K 0.01%
4,077
-302
365
$504K 0.01%
+7,041
366
$501K 0.01%
+7,005
367
$500K 0.01%
14,857
+23
368
$499K 0.01%
421
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369
$494K 0.01%
18,303
370
$492K 0.01%
4,571
-3,487
371
$488K 0.01%
14,574
+233
372
$483K 0.01%
8,548
-151
373
$471K 0.01%
4,856
-2
374
$466K 0.01%
+2,785
375
$464K 0.01%
10,774
+32
13 14
15
16 17