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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$255K 0.01%
+6,556
427
$253K 0.01%
+3,387
428
$253K 0.01%
+4,639
429
$252K 0.01%
12,126
+1,459
430
$251K 0.01%
+3,762
431
$250K 0.01%
+2,557
432
$250K 0.01%
+6,721
433
$249K 0.01%
+7,393
434
$249K 0.01%
+2,097
435
$249K 0.01%
+1,971
436
$248K 0.01%
+6,188
437
$248K 0.01%
+3,622
438
$246K 0.01%
+1,712
439
$243K 0.01%
+8,112
440
$242K 0.01%
+1,767
441
$242K 0.01%
+2,344
442
$242K 0.01%
+5,939
443
$242K 0.01%
+2,640
444
$239K 0.01%
7,316
+1,099
445
$234K 0.01%
+9,458
446
$234K 0.01%
+8,322
447
$232K 0.01%
+2,856
448
$231K 0.01%
+6,130
449
$230K 0.01%
+8,248
450
$229K 0.01%
3,984
+160
16 17
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