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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$390K 0.01%
18,040
-84
377
$388K 0.01%
5,298
378
$387K 0.01%
+5,789
379
$382K 0.01%
5,429
+70
380
$377K 0.01%
7,369
-477
381
$376K 0.01%
2,500
382
$374K 0.01%
2,519
+269
383
$373K 0.01%
5,071
+1,446
384
$371K 0.01%
8,147
-2,456
385
$370K 0.01%
12,943
+548
386
$363K 0.01%
9,417
+1,543
387
$354K 0.01%
+2,132
388
$352K 0.01%
3,820
+615
389
$352K 0.01%
+12,690
390
$348K 0.01%
6,986
+1,628
391
$346K 0.01%
15,716
+622
392
$343K 0.01%
7,789
393
$337K 0.01%
4,481
-300
394
$335K 0.01%
2,310
-912
395
$333K 0.01%
3,370
-99
396
$331K 0.01%
5,882
-5,595
397
$330K 0.01%
3,404
-284
398
$326K 0.01%
6,445
-35
399
$326K 0.01%
5,717
+207
400
$325K 0.01%
2,608
+183
14 15
16
17 18