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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$664K 0.01%
5,952
-75
377
$659K 0.01%
11,797
-119
378
$654K 0.01%
4,857
+275
379
$647K 0.01%
8,368
-12,770
380
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6,134
-1,297
381
$630K 0.01%
2,018
+167
382
$627K 0.01%
12,500
383
$626K 0.01%
+11,916
384
$626K 0.01%
1,194
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385
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5,320
+1,235
386
$623K 0.01%
10,600
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387
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2,380
+11
388
$614K 0.01%
391
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389
$610K 0.01%
36,292
390
$599K 0.01%
24,375
391
$592K 0.01%
13,897
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392
$591K 0.01%
+1,512
393
$588K 0.01%
8,047
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394
$580K 0.01%
11,722
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395
$575K 0.01%
5,308
-156
396
$574K 0.01%
1,151
+36
397
$574K 0.01%
3,027
+214
398
$573K 0.01%
7,711
-1,514
399
$569K 0.01%
4,150
+32
400
$565K 0.01%
1,227
+73
14 15
16
17 18