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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.02M 0.01%
10,599
-201
377
$1.02M 0.01%
8,746
-881
378
$1.01M 0.01%
14,916
-481
379
$1M 0.01%
11,546
+5,877
380
$983K 0.01%
72,119
+11,592
381
$981K 0.01%
4,787
+246
382
$979K 0.01%
9,527
-1,517
383
$978K 0.01%
10,245
-555
384
$959K 0.01%
13,625
-840
385
$958K 0.01%
22,128
+11,064
386
$952K 0.01%
10,695
-52,644
387
$946K 0.01%
3,579
+80
388
$945K 0.01%
11,929
+103
389
$940K 0.01%
6,769
-43
390
$924K 0.01%
8,501
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391
$919K 0.01%
17,983
-2,054
392
$914K 0.01%
6,273
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393
$910K 0.01%
5,484
-104
394
$904K 0.01%
237
-75
395
$898K 0.01%
12,012
-683
396
$893K 0.01%
14,939
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397
$893K 0.01%
18,688
-2,566
398
$880K 0.01%
8,398
-761
399
$877K 0.01%
36,908
400
$874K 0.01%
3,757
-87
14 15
16
17 18