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
$4.78B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$92.2M
3
+$77.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$48.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$41.8M

Top Sells

1
+$14M
2
+$8.25M
3
+$8.18M
4
BND icon
Vanguard Total Bond Market
BND
+$5.23M
5
PAG icon
Penske Automotive Group
PAG
+$3M

Sector Composition

1 Technology 2.25%
2 Financials 2.07%
3 Healthcare 1.16%
4 Consumer Discretionary 1.02%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$334K 0.01%
3,205
-6,783
377
$333K 0.01%
+1,976
378
$331K 0.01%
+5,929
379
$329K 0.01%
3,622
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380
$328K 0.01%
7,874
-2,189
381
$326K 0.01%
15,810
+5,885
382
$326K 0.01%
4,280
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383
$325K 0.01%
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384
$323K 0.01%
5,148
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385
$320K 0.01%
8,527
386
$319K 0.01%
+1,430
387
$318K 0.01%
+7,050
388
$318K 0.01%
3,734
389
$314K 0.01%
3,388
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390
$314K 0.01%
16,087
391
$313K 0.01%
2,104
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392
$312K 0.01%
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393
$308K 0.01%
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394
$308K 0.01%
14,843
-253
395
$307K 0.01%
2,425
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396
$307K 0.01%
+9,538
397
$303K 0.01%
8,487
+371
398
$303K 0.01%
+17,250
399
$302K 0.01%
+8,604
400
$299K 0.01%
5,358
-100
14 15
16
17 18