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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$312K 0.01%
+13,348
427
$310K 0.01%
7,305
+521
428
$309K 0.01%
+4,061
429
$308K 0.01%
+2,028
430
$308K 0.01%
+8,002
431
$307K 0.01%
+9,648
432
$307K 0.01%
+7,429
433
$306K 0.01%
+1,588
434
$302K 0.01%
+1,306
435
$302K 0.01%
8,984
436
$300K 0.01%
+1,304
437
$300K 0.01%
44,988
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438
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+482
439
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3,434
-30
440
$295K 0.01%
+2,265
441
$294K 0.01%
+7,792
442
$294K 0.01%
+2,325
443
$294K 0.01%
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444
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445
$292K 0.01%
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446
$291K 0.01%
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447
$290K 0.01%
1,436
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448
$289K 0.01%
+4,809
449
$285K 0.01%
+1,100
450
$284K 0.01%
+11,560
16 17
18
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