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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$325K 0.01%
840
-87
402
$324K 0.01%
3,163
-263
403
$324K 0.01%
970
+18
404
$322K 0.01%
1,180
405
$322K 0.01%
570
406
$321K 0.01%
2,705
+616
407
$320K 0.01%
1,092
-102
408
$309K 0.01%
8,622
+18
409
$306K 0.01%
4,661
410
$305K 0.01%
13,200
411
$304K 0.01%
15,810
412
$303K 0.01%
8,693
+2,262
413
$303K 0.01%
+4,591
414
$302K 0.01%
14,401
415
$302K 0.01%
8,527
416
$300K 0.01%
3,976
-867
417
$299K 0.01%
10,811
+176
418
$295K 0.01%
8,573
+86
419
$292K 0.01%
7,682
-2,550
420
$290K 0.01%
5,894
-646
421
$287K 0.01%
3,774
+628
422
$284K 0.01%
17,250
423
$284K 0.01%
46,713
424
$281K 0.01%
8,416
+79
425
$280K 0.01%
+1,825
15 16
17
18 19