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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$451K 0.01%
12,400
-36,950
377
$443K 0.01%
+6,112
378
$441K 0.01%
2,114
+774
379
$440K 0.01%
+3,453
380
$440K 0.01%
+8,951
381
$438K 0.01%
5,342
+462
382
$435K 0.01%
+1,166
383
$435K 0.01%
+4,298
384
$435K 0.01%
+1,075
385
$435K 0.01%
+5,277
386
$433K 0.01%
6,900
+3,462
387
$431K 0.01%
+3,507
388
$431K 0.01%
23,840
-10,791
389
$429K 0.01%
19,080
+5,121
390
$425K 0.01%
+41,778
391
$425K 0.01%
+10,000
392
$419K 0.01%
+2,758
393
$418K 0.01%
+2,411
394
$417K 0.01%
+4,050
395
$415K 0.01%
+2,452
396
$414K 0.01%
5,068
-860
397
$410K 0.01%
24,645
398
$408K 0.01%
+14,047
399
$404K 0.01%
2,017
+475
400
$401K 0.01%
+2,368
14 15
16
17 18