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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$408K 0.01%
7,627
+198
452
$406K 0.01%
3,937
+1,340
453
$405K 0.01%
3,298
-153
454
$405K 0.01%
+2,900
455
$403K 0.01%
+13,000
456
$402K 0.01%
1,183
+280
457
$402K 0.01%
+24,645
458
$402K 0.01%
5,608
+1,808
459
$401K 0.01%
5,531
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460
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2,055
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461
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9,418
+1,626
462
$398K 0.01%
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463
$398K 0.01%
3,017
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464
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4,317
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465
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5,940
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466
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467
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468
$389K 0.01%
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+2,353
469
$387K 0.01%
3,679
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470
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+7,465
471
$386K 0.01%
2,475
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472
$385K 0.01%
5,098
+750
473
$384K 0.01%
2,673
-1,151
474
$384K 0.01%
7,398
475
$382K 0.01%
+15,116
17 18
19
20 21