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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$336K 0.01%
+8,058
402
$335K 0.01%
+3,384
403
$335K 0.01%
+864
404
$334K 0.01%
+9,269
405
$334K 0.01%
+3,693
406
$330K 0.01%
1,349
+48
407
$330K 0.01%
+3,541
408
$329K 0.01%
+903
409
$329K 0.01%
2,208
+646
410
$329K 0.01%
+4,348
411
$329K 0.01%
+3,041
412
$328K 0.01%
7,861
413
$328K 0.01%
+7,282
414
$327K 0.01%
+1,881
415
$326K 0.01%
2,997
+146
416
$326K 0.01%
4,070
+130
417
$325K 0.01%
+2,462
418
$320K 0.01%
+2,077
419
$320K 0.01%
+6,869
420
$320K 0.01%
+1,504
421
$317K 0.01%
+2,239
422
$315K 0.01%
3,316
+543
423
$314K 0.01%
+6,082
424
$313K 0.01%
+2,639
425
$313K 0.01%
1,657
+382
15 16
17
18 19