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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$452K 0.01%
4,176
+613
427
$445K 0.01%
1,589
+240
428
$445K 0.01%
2,668
+358
429
$444K 0.01%
+2,759
430
$440K 0.01%
9,441
+2,507
431
$438K 0.01%
14,997
-6
432
$433K 0.01%
13,649
+3,021
433
$431K 0.01%
2,009
+349
434
$427K 0.01%
2,414
+611
435
$426K 0.01%
4,982
-231
436
$426K 0.01%
7,178
-104
437
$422K 0.01%
4,494
+261
438
$421K 0.01%
18,547
+6,987
439
$420K 0.01%
4,712
+1,024
440
$420K 0.01%
6,314
+1,138
441
$419K 0.01%
12,515
+2,626
442
$417K 0.01%
5,374
+424
443
$416K 0.01%
3,035
+982
444
$415K 0.01%
3,066
+175
445
$414K 0.01%
11,675
+1,700
446
$413K 0.01%
+8,105
447
$412K 0.01%
13,348
448
$410K 0.01%
639
-75
449
$409K 0.01%
3,744
+885
450
$408K 0.01%
+1,216
16 17
18
19 20