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
$4.52B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$36.7M
3
+$21M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$125M
2
+$109M
3
+$99.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$42.7M

Sector Composition

1 Technology 4.07%
2 Financials 2.93%
3 Consumer Discretionary 1.54%
4 Healthcare 1.42%
5 Industrials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$296K 0.01%
+28,168
427
$296K 0.01%
+6,789
428
$295K 0.01%
+20,000
429
$294K 0.01%
+1,199
430
$289K 0.01%
8,253
+1,341
431
$282K 0.01%
+1,134
432
$282K 0.01%
2,877
-436,033
433
$281K 0.01%
353
-90
434
$281K 0.01%
8,650
+1,107
435
$279K 0.01%
12,987
-10,000
436
$279K 0.01%
3,625
-455
437
$279K 0.01%
3,546
438
$279K 0.01%
1,367
+130
439
$274K 0.01%
5,305
440
$271K 0.01%
+815
441
$270K 0.01%
5,015
-3,698
442
$269K 0.01%
10,319
+1,532
443
$266K 0.01%
3,676
+122
444
$266K 0.01%
+1,937
445
$266K 0.01%
6,607
446
$266K 0.01%
4,580
-495
447
$266K 0.01%
470
-2
448
$265K 0.01%
1,370
-3,155
449
$263K 0.01%
4,861
-79
450
$262K 0.01%
4,714
-1,885
16 17
18
19 20