WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$144M
3
+$111M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$74.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$66.5M

Top Sells

1
+$19M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$284K 0.01%
+11,560
452
$283K 0.01%
+1,220
453
$282K 0.01%
3,770
+644
454
$280K 0.01%
+1,280
455
$280K 0.01%
+9,975
456
$280K 0.01%
5,546
+1,200
457
$280K 0.01%
+2,053
458
$279K 0.01%
+4,205
459
$279K 0.01%
4,103
+463
460
$278K 0.01%
+4,072
461
$277K 0.01%
12,236
+3,666
462
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+2,859
463
$276K 0.01%
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464
$276K 0.01%
+7,195
465
$275K 0.01%
+2,404
466
$274K 0.01%
+1,950
467
$274K 0.01%
+956
468
$270K 0.01%
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469
$270K 0.01%
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470
$268K 0.01%
+6,934
471
$265K 0.01%
+4,757
472
$265K 0.01%
+6,109
473
$264K 0.01%
+5,050
474
$264K 0.01%
+1,587
475
$264K 0.01%
+7,610
17 18
19
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