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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$418K 0.01%
+2,529
402
$416K 0.01%
+4,667
403
$414K 0.01%
+808
404
$413K 0.01%
+1,234
405
$408K 0.01%
2,590
+90
406
$403K 0.01%
10,224
+1,651
407
$399K 0.01%
18,040
408
$397K 0.01%
44,196
+1,521
409
$392K 0.01%
7,550
+250
410
$390K 0.01%
1,253
+419
411
$381K 0.01%
1,180
412
$381K 0.01%
12,265
-425
413
$380K 0.01%
+1,233
414
$380K 0.01%
88,299
415
$379K 0.01%
7,789
416
$378K 0.01%
3,348
-56
417
$372K 0.01%
6,348
-140
418
$370K 0.01%
10,606
+3,030
419
$366K 0.01%
6,460
+15
420
$365K 0.01%
+181
421
$357K 0.01%
6,345
+2,070
422
$357K 0.01%
+1,117
423
$357K 0.01%
+7,707
424
$356K 0.01%
5,803
-79
425
$355K 0.01%
14,446
+45
15 16
17
18 19