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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$814K 0.01%
3,956
+1,768
402
$809K 0.01%
9,808
-665
403
$807K 0.01%
3,611
+115
404
$805K 0.01%
13,913
-1,738
405
$805K 0.01%
77,062
406
$804K 0.01%
9,669
+1,126
407
$802K 0.01%
6,546
+39
408
$788K 0.01%
973
+374
409
$786K 0.01%
3,357
-17
410
$783K 0.01%
1,583
-40
411
$781K 0.01%
6,984
-198
412
$781K 0.01%
14,202
-1,092
413
$776K 0.01%
48,000
-94,000
414
$776K 0.01%
378
+6
415
$772K 0.01%
1,849
+217
416
$768K 0.01%
4,746
+62
417
$763K 0.01%
11,569
+1,001
418
$762K 0.01%
61,514
+514
419
$758K 0.01%
5,061
-80
420
$748K 0.01%
5,673
-794
421
$746K 0.01%
1,981
-125
422
$738K 0.01%
8,894
+4,482
423
$736K 0.01%
12,408
+518
424
$727K 0.01%
5,206
+364
425
$727K 0.01%
6,881
+1,260
15 16
17
18 19