WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$963K 0.01%
7,207
+26
377
$960K 0.01%
5,063
+2,368
378
$947K 0.01%
7,871
-11,442
379
$944K 0.01%
14,314
-2,127
380
$943K 0.01%
8,738
+194
381
$939K 0.01%
25,259
+24
382
$931K 0.01%
8,840
+695
383
$930K 0.01%
22,605
+31
384
$930K 0.01%
26,927
-3,870
385
$928K 0.01%
6,524
+279
386
$911K 0.01%
14,494
-139
387
$910K 0.01%
18,444
-5,669
388
$909K 0.01%
8,445
+318
389
$908K 0.01%
13,980
-1,170
390
$900K 0.01%
9,993
+421
391
$885K 0.01%
9,200
-558
392
$872K 0.01%
9,128
+6,248
393
$869K 0.01%
15,033
+7,072
394
$869K 0.01%
3,424
+7
395
$865K 0.01%
5,782
+279
396
$847K 0.01%
6,252
+4,370
397
$836K 0.01%
1,323
+56
398
$833K 0.01%
4,795
-477
399
$818K 0.01%
11,504
+4,233
400
$816K 0.01%
1,618
-235
14 15
16
17 18