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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$828K ﹤0.01%
1,671
+26
427
$823K ﹤0.01%
2,444
-42
428
$823K ﹤0.01%
2,334
+418
429
$814K ﹤0.01%
7,750
+526
430
$810K ﹤0.01%
23,182
-23,061
431
$795K ﹤0.01%
5,588
+90
432
$786K ﹤0.01%
9,790
-1,987
433
$785K ﹤0.01%
11,887
-134
434
$781K ﹤0.01%
4,842
+2,875
435
$778K ﹤0.01%
14,586
-580
436
$777K ﹤0.01%
3,752
-549
437
$771K ﹤0.01%
13,900
+1,770
438
$770K ﹤0.01%
5,375
+393
439
$769K ﹤0.01%
20,308
+8,992
440
$762K ﹤0.01%
12,067
+150
441
$759K ﹤0.01%
1,248
-137
442
$752K ﹤0.01%
10,379
+630
443
$742K ﹤0.01%
17,737
-12,837
444
$731K ﹤0.01%
13,030
-354
445
$726K ﹤0.01%
9,202
+4,601
446
$713K ﹤0.01%
14,198
-441
447
$713K ﹤0.01%
7,463
-7,214
448
$712K ﹤0.01%
8,723
-100
449
$711K ﹤0.01%
11,943
-2,679
450
$708K ﹤0.01%
23,034
-13,426
16 17
18
19 20