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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$541K 0.01%
+1,724
377
$536K 0.01%
4,876
-398
378
$536K 0.01%
3,605
-103
379
$535K 0.01%
2,813
+1,613
380
$526K 0.01%
7,960
+166
381
$525K 0.01%
+12,475
382
$521K 0.01%
5,464
+242
383
$521K 0.01%
5,027
+456
384
$521K 0.01%
4,118
+41
385
$520K 0.01%
9,620
+2,985
386
$518K 0.01%
4,085
+6
387
$516K 0.01%
18,843
388
$510K 0.01%
4,958
-1,765
389
$509K 0.01%
2,173
+486
390
$505K 0.01%
904
-89
391
$504K 0.01%
14,220
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392
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6,655
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393
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5,475
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394
$497K 0.01%
11,102
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395
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+4,072
396
$496K 0.01%
1,141
+293
397
$495K 0.01%
6,270
398
$493K 0.01%
22,500
399
$487K 0.01%
384
-37
400
$485K 0.01%
14,083
14 15
16
17 18