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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$362K 0.01%
4,451
+21
377
$360K 0.01%
4,535
+1,712
378
$360K 0.01%
+13,040
379
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+15,003
380
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381
$352K 0.01%
+721
382
$352K 0.01%
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383
$352K 0.01%
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384
$351K 0.01%
22,225
+7,595
385
$350K 0.01%
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386
$346K 0.01%
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387
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388
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389
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390
$345K 0.01%
5,176
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391
$344K 0.01%
+5,396
392
$343K 0.01%
+2,698
393
$343K 0.01%
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394
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395
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396
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397
$339K 0.01%
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398
$337K 0.01%
3,650
+1,230
399
$337K 0.01%
7,029
-1,714
400
$336K 0.01%
+9,889
14 15
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