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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$631K 0.01%
10,060
+6,540
352
$628K 0.01%
15,362
+5,089
353
$621K 0.01%
13,345
+8,809
354
$618K 0.01%
29,108
355
$616K 0.01%
23,956
+3,650
356
$612K 0.01%
12,102
+3,839
357
$609K 0.01%
+2,369
358
$605K 0.01%
6,027
+6
359
$602K 0.01%
1,595
+142
360
$600K 0.01%
9,250
+366
361
$596K 0.01%
+18,135
362
$595K 0.01%
7,127
+100
363
$593K 0.01%
11,458
-438
364
$581K 0.01%
27,070
+356
365
$580K 0.01%
6,781
+1,075
366
$577K 0.01%
26,930
+301
367
$577K 0.01%
31,712
+860
368
$573K 0.01%
4,781
+2,083
369
$572K 0.01%
2,819
+452
370
$569K 0.01%
967
+57
371
$561K 0.01%
24,375
-232
372
$559K 0.01%
3,421
+1,291
373
$555K 0.01%
4,582
-1,082
374
$552K 0.01%
8,148
+1,107
375
$544K 0.01%
51,200
+20,000
13 14
15
16 17