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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$400K 0.01%
7,020
+3,780
402
$398K 0.01%
3,518
+248
403
$396K 0.01%
+9,557
404
$394K 0.01%
3,912
-1,098
405
$393K 0.01%
7,465
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406
$388K 0.01%
5,351
+1,704
407
$388K 0.01%
+13,918
408
$385K 0.01%
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409
$383K 0.01%
6,945
+1,495
410
$381K 0.01%
10,484
411
$379K 0.01%
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412
$377K 0.01%
+9,011
413
$375K 0.01%
+2,988
414
$372K 0.01%
+6,821
415
$371K 0.01%
+610
416
$371K 0.01%
+44,827
417
$368K 0.01%
10,108
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418
$366K 0.01%
6,599
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419
$366K 0.01%
2,322
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420
$365K 0.01%
+10,902
421
$365K 0.01%
6,521
-4,277
422
$365K 0.01%
+3,376
423
$364K 0.01%
3,330
-26
424
$363K 0.01%
+460
425
$359K 0.01%
+1,126
15 16
17
18 19