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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$362K 0.01%
1,864
-48
427
$358K 0.01%
2,059
+60
428
$357K 0.01%
4,511
429
$357K 0.01%
6,525
430
$357K 0.01%
4,389
-352
431
$354K 0.01%
131
+7
432
$353K 0.01%
3,022
-20
433
$351K 0.01%
+2,171
434
$351K 0.01%
10,730
-2,410
435
$351K 0.01%
+1,205
436
$350K 0.01%
4,937
-21
437
$348K 0.01%
56,146
438
$347K 0.01%
+23,098
439
$347K 0.01%
1,611
+29
440
$347K 0.01%
16,594
+2,600
441
$347K 0.01%
4,663
-33
442
$345K 0.01%
+2,624
443
$342K 0.01%
9,432
444
$334K 0.01%
3,335
-86
445
$333K 0.01%
5,235
-225
446
$332K 0.01%
1,338
-27
447
$331K 0.01%
+6,618
448
$327K 0.01%
7,334
449
$321K 0.01%
+3,421
450
$319K 0.01%
17,250
16 17
18
19 20