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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$277K 0.01%
6,780
-1,460
402
$277K 0.01%
+10,500
403
$276K 0.01%
+9,680
404
$273K 0.01%
+9,387
405
$273K 0.01%
+4,715
406
$273K 0.01%
+3,042
407
$272K 0.01%
1
408
$269K 0.01%
+6,742
409
$267K 0.01%
12,989
+3,549
410
$267K 0.01%
+19,424
411
$266K 0.01%
+3,702
412
$265K 0.01%
4,600
+1,915
413
$265K 0.01%
+12,151
414
$265K 0.01%
+2,041
415
$265K 0.01%
+1,847
416
$264K 0.01%
+3,405
417
$264K 0.01%
+25,332
418
$263K 0.01%
+2,434
419
$259K 0.01%
+2,682
420
$259K 0.01%
+15,267
421
$259K 0.01%
+18,169
422
$258K 0.01%
+9,580
423
$258K 0.01%
+1,749
424
$258K 0.01%
+5,294
425
$257K 0.01%
+1,104
15 16
17
18 19