WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.13M 0.01%
+17,832
352
$1.13M 0.01%
14,470
+1,446
353
$1.12M 0.01%
3,891
+213
354
$1.12M 0.01%
26,096
+1,354
355
$1.11M 0.01%
50,126
+646
356
$1.1M 0.01%
398,374
357
$1.09M 0.01%
10,483
+1,900
358
$1.09M 0.01%
9,506
-55
359
$1.09M 0.01%
14,898
+2
360
$1.08M 0.01%
8,911
+3,557
361
$1.07M 0.01%
14,979
-3,502
362
$1.07M 0.01%
6,594
-1,589
363
$1.05M 0.01%
+13,405
364
$1.05M 0.01%
14,596
+4,880
365
$1.04M 0.01%
5,433
+434
366
$1.04M 0.01%
+16,355
367
$1.03M 0.01%
13,927
+670
368
$1.03M 0.01%
7,355
-265
369
$1.03M 0.01%
326
+2
370
$1.02M 0.01%
+3,627
371
$1.01M 0.01%
8,771
-78
372
$997K 0.01%
74,262
-44
373
$995K 0.01%
17,572
-236
374
$988K 0.01%
65,000
375
$978K 0.01%
36,522
+1,965
13 14
15
16 17