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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$463K 0.01%
6,344
+191
377
$462K 0.01%
14,520
-1,079
378
$461K 0.01%
4,079
-84
379
$458K 0.01%
6,058
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380
$456K 0.01%
5,789
381
$453K 0.01%
2,367
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382
$452K 0.01%
5,222
-47
383
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8,000
+3,000
384
$448K 0.01%
971
+204
385
$447K 0.01%
2,509
386
$447K 0.01%
2,483
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387
$444K 0.01%
968
+42
388
$439K 0.01%
39,072
-6
389
$438K 0.01%
10,273
+789
390
$434K 0.01%
2,252
-162
391
$431K 0.01%
8,675
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$431K 0.01%
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393
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8,263
-2,791
394
$427K 0.01%
959
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395
$426K 0.01%
1,322
+203
396
$424K 0.01%
5,629
-165
397
$420K 0.01%
+893
398
$419K 0.01%
12,517
-32
399
$419K 0.01%
44,535
+12,500
400
$416K 0.01%
15,162
-9,035
14 15
16
17 18