WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$15.4M
3
+$12.7M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M

Top Sells

1
+$50M
2
+$34.3M
3
+$28.4M
4
AMZN icon
Amazon
AMZN
+$27.5M
5
META icon
Meta Platforms (Facebook)
META
+$17M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-3,949
427
– –
-10,894
428
– –
-3,298
429
– –
-1,006
430
– –
-2,948
431
– –
-6,688
432
– –
-7,500
433
– –
-5,988
434
– –
-7,465
435
– –
-18,173
436
– –
-3,454
437
– –
-3,123
438
– –
-1,859
439
– –
-8,376
440
– –
-548
441
– –
-1,185
442
– –
-500
443
– –
-1,032
444
– –
-18,365
445
– –
-2,203
446
– –
-11,675
447
– –
-8,057
448
– –
-3,937
449
– –
-5,550
450
– –
-2,414
16 17
18
19 20