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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$489K 0.01%
20,514
+3,419
402
$488K 0.01%
20,222
+2,283
403
$488K 0.01%
2,114
-182
404
$487K 0.01%
7,980
+3,000
405
$484K 0.01%
6,759
+967
406
$483K 0.01%
14,804
+173
407
$482K 0.01%
3,846
+514
408
$479K 0.01%
5,898
+1,094
409
$479K 0.01%
7,524
+3,088
410
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+8,646
411
$475K 0.01%
+21,417
412
$475K 0.01%
+8,569
413
$474K 0.01%
2,040
+278
414
$474K 0.01%
3,949
+650
415
$474K 0.01%
+21,754
416
$473K 0.01%
6,588
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417
$472K 0.01%
7,573
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418
$469K 0.01%
7,648
+779
419
$467K 0.01%
5,351
+962
420
$460K 0.01%
+16,024
421
$457K 0.01%
4,062
+2,034
422
$456K 0.01%
2,251
+594
423
$454K 0.01%
+12,592
424
$453K 0.01%
5,078
+2,020
425
$452K 0.01%
1,373
+153
15 16
17
18 19