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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$306K 0.01%
+10,173
377
$304K 0.01%
+4,408
378
$303K 0.01%
+4,016
379
$303K 0.01%
21,404
+7,242
380
$301K 0.01%
+5,334
381
$301K 0.01%
+6,793
382
$299K 0.01%
+2,916
383
$299K 0.01%
+6,542
384
$298K 0.01%
+8,441
385
$297K 0.01%
+10,107
386
$295K 0.01%
+4,598
387
$294K 0.01%
8,432
+3,505
388
$293K 0.01%
+10,263
389
$292K 0.01%
+10,222
390
$291K 0.01%
+7,706
391
$291K 0.01%
+3,174
392
$291K 0.01%
+27,231
393
$290K 0.01%
+38,517
394
$289K 0.01%
+6,020
395
$285K 0.01%
+6,384
396
$284K 0.01%
+8,068
397
$284K 0.01%
+6,560
398
$283K 0.01%
+24,064
399
$281K 0.01%
+3,419
400
$278K 0.01%
+2,506
14 15
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