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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$226K 0.01%
+3,081
452
$224K 0.01%
+9,532
453
$224K 0.01%
14,710
+2,327
454
$223K 0.01%
+6,405
455
$222K 0.01%
46,022
+32,152
456
$222K 0.01%
+1,235
457
$222K 0.01%
+20,058
458
$221K 0.01%
+9,753
459
$220K 0.01%
+1,388
460
$220K 0.01%
+5,219
461
$220K 0.01%
+23,000
462
$219K 0.01%
7,526
+16
463
$219K 0.01%
+175,484
464
$217K 0.01%
+16,075
465
$216K 0.01%
+4,054
466
$215K 0.01%
+3,483
467
$215K 0.01%
2,266
-906
468
$215K 0.01%
+15,300
469
$215K 0.01%
+1,693
470
$214K 0.01%
+20,275
471
$214K 0.01%
+12,335
472
$214K 0.01%
+6,841
473
$213K 0.01%
+8,911
474
$213K 0.01%
+3,059
475
$213K 0.01%
20,585
+7,944
17 18
19
20 21