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
$4.78B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$92.2M
3
+$77.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$48.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$41.8M

Top Sells

1
+$14M
2
+$8.25M
3
+$8.18M
4
BND icon
Vanguard Total Bond Market
BND
+$5.23M
5
PAG icon
Penske Automotive Group
PAG
+$3M

Sector Composition

1 Technology 2.25%
2 Financials 2.07%
3 Healthcare 1.16%
4 Consumer Discretionary 1.02%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$264K 0.01%
+31,000
427
$264K 0.01%
8,337
+44
428
$262K 0.01%
4,650
+1,104
429
$261K 0.01%
2,907
+809
430
$260K 0.01%
1,180
431
$260K 0.01%
5,085
+500
432
$259K 0.01%
3,625
433
$258K 0.01%
+1,653
434
$258K 0.01%
+6,431
435
$255K 0.01%
23,473
+62
436
$250K 0.01%
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+44
437
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2,651
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438
$248K 0.01%
2,246
-2,404
439
$246K 0.01%
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440
$246K 0.01%
2,792
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441
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15,356
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442
$245K 0.01%
997
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444
$243K 0.01%
+1,564
445
$242K 0.01%
2,378
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446
$239K 0.01%
+5,684
447
$238K 0.01%
+16,131
448
$237K 0.01%
6,026
449
$236K ﹤0.01%
11,583
450
$234K ﹤0.01%
783
+22
16 17
18
19 20