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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$320K 0.01%
15,810
427
$316K 0.01%
20,952
-2,466
428
$313K 0.01%
8,397
-1,164
429
$312K 0.01%
1,365
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430
$311K 0.01%
32,035
+4,975
431
$310K 0.01%
57,382
+27,141
432
$310K 0.01%
13,994
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433
$309K 0.01%
17,250
434
$309K 0.01%
5,460
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435
$308K 0.01%
+5,000
436
$307K 0.01%
+9,432
437
$304K 0.01%
3,670
-584
438
$303K 0.01%
20,102
-1,574
439
$302K 0.01%
3,421
-424
440
$302K 0.01%
899
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441
$302K 0.01%
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$302K 0.01%
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443
$301K 0.01%
3,042
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444
$300K 0.01%
3,171
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445
$295K 0.01%
4,886
-9,328
446
$295K 0.01%
1,718
+12
447
$293K 0.01%
6,525
448
$293K 0.01%
6,270
+1,335
449
$288K ﹤0.01%
1,967
-242
450
$288K ﹤0.01%
13,681
-1,569
16 17
18
19 20