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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$320K 0.01%
+4,191
452
$318K 0.01%
+11,422
453
$317K 0.01%
+1,051
454
$317K 0.01%
+2,098
455
$313K 0.01%
+3,730
456
$311K 0.01%
+31,000
457
$309K 0.01%
6,757
+1,928
458
$307K 0.01%
9,681
459
$306K 0.01%
+1,072
460
$302K 0.01%
+3,159
461
$301K 0.01%
18,016
+6,054
462
$300K 0.01%
+1,739
463
$297K 0.01%
+5,733
464
$295K 0.01%
2,300
465
$293K 0.01%
18,933
+2,753
466
$291K 0.01%
+880
467
$291K 0.01%
+8,924
468
$290K 0.01%
+5,476
469
$288K 0.01%
+904
470
$287K 0.01%
+844
471
$280K 0.01%
+1,777
472
$280K 0.01%
+1,050
473
$280K 0.01%
+12,102
474
$280K 0.01%
+2,038
475
$280K 0.01%
+4,065
17 18
19
20 21