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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$874K 0.01%
7,606
402
$869K 0.01%
13,315
-2,229
403
$867K 0.01%
+79,500
404
$865K 0.01%
7,645
+44
405
$865K 0.01%
33,850
-43,750
406
$865K 0.01%
9,538
+5,469
407
$863K 0.01%
3,538
+153
408
$862K 0.01%
10,927
+2,442
409
$861K 0.01%
6,571
-363
410
$857K 0.01%
5,601
+69
411
$857K 0.01%
186
+20
412
$855K 0.01%
22,658
+47
413
$853K 0.01%
6,171
-1,860
414
$852K 0.01%
9,100
+2,013
415
$851K 0.01%
4,218
-854
416
$847K 0.01%
17,832
417
$844K 0.01%
1,254
-4
418
$844K 0.01%
1,797
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419
$844K 0.01%
6,639
+1,101
420
$843K 0.01%
3,417
421
$835K 0.01%
34,434
+79
422
$834K 0.01%
24,372
+613
423
$834K 0.01%
7,003
-399
424
$834K 0.01%
7,331
-16
425
$832K 0.01%
7,046
15 16
17
18 19