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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$483K 0.01%
8,742
+67
402
$482K 0.01%
23,686
+3,014
403
$481K 0.01%
14,813
+239
404
$472K 0.01%
1,851
+333
405
$470K 0.01%
+9,698
406
$465K 0.01%
14,875
+18
407
$461K 0.01%
6,750
408
$458K 0.01%
1,115
+144
409
$455K 0.01%
109,443
410
$452K 0.01%
12,128
+2,052
411
$450K 0.01%
1,154
+203
412
$448K 0.01%
7,395
+2,160
413
$445K 0.01%
6,433
+89
414
$435K 0.01%
5,789
415
$435K 0.01%
56,146
416
$432K 0.01%
10,698
-76
417
$429K 0.01%
+1,879
418
$429K 0.01%
4,938
-5,756
419
$428K 0.01%
2,761
+137
420
$426K 0.01%
958
-1
421
$424K 0.01%
36,292
-2,978
422
$421K 0.01%
18,303
423
$419K 0.01%
7,368
+34
424
$419K 0.01%
25,000
-5,000
425
$417K 0.01%
8,603
+1,251
15 16
17
18 19