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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$414K 0.01%
6,365
-3
402
$412K 0.01%
+6,419
403
$407K 0.01%
48,787
404
$406K 0.01%
18,040
405
$403K 0.01%
4,533
-18
406
$403K 0.01%
1,518
+92
407
$403K 0.01%
10,076
-713
408
$401K 0.01%
7,576
-113
409
$397K 0.01%
8,924
+397
410
$397K 0.01%
5,448
-18
411
$396K 0.01%
+1,687
412
$391K 0.01%
14,587
+141
413
$390K 0.01%
1,729
+11
414
$386K 0.01%
7,352
-8
415
$386K 0.01%
3,104
416
$385K 0.01%
1,180
417
$378K 0.01%
7,814
+466
418
$376K 0.01%
5,309
419
$372K 0.01%
+2,904
420
$372K 0.01%
6,635
+210
421
$371K 0.01%
951
+52
422
$370K 0.01%
2,130
+41
423
$365K 0.01%
6,146
-1
424
$363K 0.01%
4,528
-613
425
$362K 0.01%
+848
15 16
17
18 19