WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$507K 0.01%
1,187
-3
427
$502K 0.01%
5,978
-102
428
$502K 0.01%
7,025
-827
429
$501K 0.01%
11,984
+1,500
430
$500K 0.01%
2,438
-5,070
431
$500K 0.01%
+7,293
432
$500K 0.01%
1,805
-104
433
$497K 0.01%
1,712
+154
434
$495K 0.01%
22,500
435
$493K 0.01%
469
-15
436
$492K 0.01%
10,127
-127
437
$492K 0.01%
4,606
+733
438
$490K 0.01%
5,953
+40
439
$490K 0.01%
9,619
+1,051
440
$489K 0.01%
6,208
+15
441
$487K 0.01%
1,272
+114
442
$486K 0.01%
4,495
+14
443
$485K 0.01%
7,271
-4,677
444
$482K 0.01%
3,188
-977
445
$475K 0.01%
11,152
+53
446
$473K 0.01%
9,778
+288
447
$472K 0.01%
3,447
-489
448
$468K 0.01%
2,020
-61
449
$460K 0.01%
+5,518
450
$457K 0.01%
+57,000
16 17
18
19 20