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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$354K 0.01%
7,240
+1,346
427
$352K 0.01%
+1,328
428
$351K 0.01%
4,819
-252
429
$349K 0.01%
+2,575
430
$348K 0.01%
5,134
+1,158
431
$348K 0.01%
8,571
-51
432
$347K 0.01%
4,813
+222
433
$347K 0.01%
3,544
+596
434
$342K 0.01%
+2,084
435
$341K 0.01%
+1,376
436
$341K 0.01%
5,838
+121
437
$340K 0.01%
+1,168
438
$337K 0.01%
2,209
+157
439
$328K 0.01%
+5,126
440
$328K 0.01%
4,228
-2,618
441
$327K 0.01%
+4,155
442
$325K 0.01%
+1,810
443
$323K 0.01%
4,585
-76
444
$320K 0.01%
2,753
+476
445
$320K 0.01%
+3,445
446
$318K 0.01%
9,561
+1,318
447
$317K 0.01%
+6,713
448
$316K 0.01%
+2,316
449
$313K 0.01%
8,472
+56
450
$313K 0.01%
3,374
-2,441
16 17
18
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