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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.19M 0.01%
44,601
-2,496
352
$1.17M 0.01%
41,219
+2,080
353
$1.17M 0.01%
5,937
-97
354
$1.15M 0.01%
12,004
+16
355
$1.13M 0.01%
3,756
+15
356
$1.13M 0.01%
10,825
-1,172
357
$1.13M 0.01%
4,621
-657
358
$1.12M 0.01%
4,246
+27
359
$1.12M 0.01%
1,792
+1,035
360
$1.12M 0.01%
16,550
+588
361
$1.12M 0.01%
10,268
+741
362
$1.11M 0.01%
6,343
-296
363
$1.11M 0.01%
23,545
+1,518
364
$1.1M 0.01%
30,424
+17,581
365
$1.1M 0.01%
30,618
366
$1.09M 0.01%
15,858
+86
367
$1.08M 0.01%
9,726
+4,563
368
$1.08M 0.01%
6,583
+318
369
$1.08M 0.01%
11,725
-780
370
$1.07M 0.01%
806
+12
371
$1.06M 0.01%
13,640
+416
372
$1.05M 0.01%
18,024
+1,000
373
$1.04M 0.01%
2,153
+75
374
$1.03M 0.01%
14,507
+5,960
375
$1.03M 0.01%
12,935
+514
13 14
15
16 17