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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$413K 0.01%
32,033
-35,748
427
$411K 0.01%
2,508
+449
428
$409K 0.01%
1,263
-59
429
$408K 0.01%
9,568
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430
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132
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431
$406K 0.01%
18,040
432
$404K 0.01%
8,525
-4,289
433
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1,801
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434
$394K 0.01%
5,435
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435
$393K 0.01%
1,374
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436
$390K 0.01%
1,180
437
$385K 0.01%
61,664
438
$380K 0.01%
+2,277
439
$380K 0.01%
6,095
-12,418
440
$379K 0.01%
5,362
-7,522
441
$378K 0.01%
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442
$377K 0.01%
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443
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458
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444
$375K 0.01%
6,780
+20
445
$373K 0.01%
9,042
-24,434
446
$371K 0.01%
48,787
447
$371K 0.01%
4,064
-464
448
$371K 0.01%
+3,641
449
$369K 0.01%
44,535
450
$368K 0.01%
39,102
+30
16 17
18
19 20