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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$541K 0.01%
1,343
+218
377
$537K 0.01%
6,272
+2,502
378
$535K 0.01%
+2,605
379
$534K 0.01%
2,839
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380
$533K 0.01%
4,635
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381
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7,212
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382
$529K 0.01%
2,808
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383
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+2,214
384
$527K 0.01%
7,328
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385
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3,957
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386
$524K 0.01%
13,104
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387
$524K 0.01%
26,518
388
$520K 0.01%
842
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389
$520K 0.01%
6,640
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390
$518K 0.01%
10,207
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391
$517K 0.01%
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392
$511K 0.01%
5,006
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393
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8,231
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394
$510K 0.01%
6,688
395
$505K 0.01%
26,735
+3,114
396
$502K 0.01%
22,994
+769
397
$501K 0.01%
2,757
+549
398
$501K 0.01%
10,121
+2,370
399
$500K 0.01%
46,783
+1,795
400
$490K 0.01%
993
+129
14 15
16
17 18