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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$275K 0.01%
1,344
+11
427
$274K 0.01%
42,675
428
$274K 0.01%
+3,422
429
$269K 0.01%
23,840
430
$268K 0.01%
2,948
-24
431
$268K 0.01%
+9,804
432
$267K 0.01%
2,052
-52
433
$267K 0.01%
708
+112
434
$263K 0.01%
22,863
+2,958
435
$261K 0.01%
14,112
436
$260K 0.01%
8,096
-31,203
437
$260K 0.01%
5,090
+5
438
$258K 0.01%
1,420
-653
439
$256K 0.01%
+3,403
440
$255K 0.01%
6,573
441
$253K 0.01%
31,000
442
$248K 0.01%
14,843
443
$246K 0.01%
765
-18
444
$245K 0.01%
10,000
445
$243K 0.01%
2,246
446
$243K 0.01%
1,540
-220
447
$241K 0.01%
+4,803
448
$240K 0.01%
8,400
-14
449
$236K ﹤0.01%
+6,719
450
$236K ﹤0.01%
+9,751
16 17
18
19 20