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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$468K 0.01%
+6,898
377
$466K 0.01%
14,198
+296
378
$466K 0.01%
3,328
+1,771
379
$464K 0.01%
7,051
-1,021
380
$461K 0.01%
1,188
+480
381
$461K 0.01%
+5,368
382
$459K 0.01%
6,178
-15,094
383
$458K 0.01%
15,335
+21
384
$452K 0.01%
6,480
+42
385
$443K 0.01%
11,669
+1,865
386
$443K 0.01%
8,029
-1,493
387
$440K 0.01%
1,853
+509
388
$440K 0.01%
48,787
389
$438K 0.01%
+108,159
390
$436K 0.01%
14,058
+1,115
391
$435K 0.01%
5,298
392
$435K 0.01%
42,361
-2,790
393
$433K 0.01%
2,307
+482
394
$428K 0.01%
30,828
-12
395
$427K 0.01%
504
+33
396
$423K 0.01%
+4,254
397
$422K 0.01%
5,789
398
$421K 0.01%
7,116
-253
399
$419K 0.01%
+5,497
400
$419K 0.01%
11,825
+1,014
14 15
16
17 18