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
$4.78B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$92.2M
3
+$77.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$48.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$41.8M

Top Sells

1
+$14M
2
+$8.25M
3
+$8.18M
4
BND icon
Vanguard Total Bond Market
BND
+$5.23M
5
PAG icon
Penske Automotive Group
PAG
+$3M

Sector Composition

1 Technology 2.25%
2 Financials 2.07%
3 Healthcare 1.16%
4 Consumer Discretionary 1.02%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$298K 0.01%
468
402
$298K 0.01%
1,333
+84
403
$297K 0.01%
23,840
404
$294K 0.01%
+7,239
405
$293K 0.01%
630,000
+10,000
406
$290K 0.01%
8,414
+14
407
$287K 0.01%
+12,356
408
$285K 0.01%
10,056
+2,263
409
$285K 0.01%
952
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410
$284K 0.01%
+2,583
411
$283K 0.01%
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412
$281K 0.01%
2,972
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413
$280K 0.01%
2,659
+743
414
$278K 0.01%
13,618
415
$278K 0.01%
+1,146
416
$277K 0.01%
15,435
+2,024
417
$276K 0.01%
1,339
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418
$273K 0.01%
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419
$268K 0.01%
+4,948
420
$268K 0.01%
6,573
421
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5,059
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422
$268K 0.01%
+2,745
423
$267K 0.01%
+19,905
424
$266K 0.01%
3,146
+596
425
$266K 0.01%
2,089
-200
15 16
17
18 19