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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$358K 0.01%
9,373
+92
427
$358K 0.01%
+2,016
428
$355K 0.01%
7,398
429
$355K 0.01%
1,271
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430
$352K 0.01%
+12,383
431
$349K 0.01%
5,772
+1,778
432
$348K 0.01%
+17,250
433
$346K 0.01%
8,505
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434
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3,426
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435
$343K 0.01%
+1,431
436
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+4,134
437
$341K 0.01%
5,093
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438
$341K 0.01%
2,382
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439
$340K 0.01%
3,086
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440
$340K 0.01%
+6,417
441
$339K 0.01%
20,022
442
$336K 0.01%
3,127
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443
$335K 0.01%
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444
$333K 0.01%
+4,690
445
$330K 0.01%
+443
446
$329K 0.01%
+3,635
447
$328K 0.01%
+1,675
448
$327K 0.01%
8,400
449
$327K 0.01%
3,645
-1,040
450
$326K 0.01%
4,080
+1,170
16 17
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