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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$562K 0.01%
14,383
+300
402
$562K 0.01%
4,076
+4
403
$558K 0.01%
1,724
404
$553K 0.01%
9,660
+40
405
$548K 0.01%
9,548
-150
406
$544K 0.01%
8,595
+1,200
407
$541K 0.01%
+8,434
408
$537K 0.01%
9,000
-250
409
$526K 0.01%
14,554
+334
410
$525K 0.01%
1,362
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411
$524K 0.01%
9,129
+387
412
$523K 0.01%
11,720
-755
413
$521K 0.01%
18,843
414
$520K 0.01%
2,170
+291
415
$515K 0.01%
+64,566
416
$511K 0.01%
61,664
417
$508K 0.01%
15,145
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418
$507K 0.01%
22,500
419
$506K 0.01%
1,331
+284
420
$504K 0.01%
9,675
+107
421
$503K 0.01%
6,449
+1,014
422
$489K 0.01%
5,789
423
$484K 0.01%
180,030
+62,311
424
$481K 0.01%
32,546
+513
425
$476K 0.01%
1,180
15 16
17
18 19