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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$437K 0.01%
5,789
377
$437K 0.01%
2,375
-415
378
$420K 0.01%
5,141
-356
379
$420K 0.01%
6,318
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$419K 0.01%
48,787
381
$416K 0.01%
9,096
-5,552
382
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2,509
-81
383
$413K 0.01%
5,466
-2,426
384
$413K 0.01%
+926
385
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13,140
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386
$405K 0.01%
18,040
387
$405K 0.01%
6,488
-1,276
388
$405K 0.01%
6,368
+20
389
$393K 0.01%
7,360
-669
390
$391K 0.01%
1,912
-1,401
391
$389K 0.01%
+4,741
392
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4,958
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393
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8,527
-2,072
394
$387K 0.01%
10,000
-35
395
$386K 0.01%
+183,862
396
$384K 0.01%
4,551
-2,817
397
$383K 0.01%
14,446
398
$382K 0.01%
7,689
-100
399
$378K 0.01%
12,549
-1,509
400
$375K 0.01%
5,529
-444
14 15
16
17 18