WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$577K 0.01%
5,354
-1,087
402
$576K 0.01%
7,771
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403
$576K 0.01%
6,525
404
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12,193
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405
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7,431
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406
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9,293
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407
$564K 0.01%
9,010
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408
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36,292
409
$559K 0.01%
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410
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411
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412
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1,138
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413
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5,105
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414
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415
$545K 0.01%
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416
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417
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418
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419
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2,536
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420
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+15,398
421
$524K 0.01%
5,333
422
$522K 0.01%
+6,230
423
$520K 0.01%
1,180
424
$511K 0.01%
5,789
425
$509K 0.01%
1,145
+113
15 16
17
18 19