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
$4.52B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$36.7M
3
+$21M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$125M
2
+$109M
3
+$99.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$42.7M

Sector Composition

1 Technology 4.07%
2 Financials 2.93%
3 Consumer Discretionary 1.54%
4 Healthcare 1.42%
5 Industrials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$262K 0.01%
6,159
+699
452
$262K 0.01%
1,151
-524
453
$261K 0.01%
+7,007
454
$260K 0.01%
+1,771
455
$259K 0.01%
3,830
+363
456
$258K 0.01%
+9,925
457
$258K 0.01%
+1,861
458
$257K 0.01%
+770
459
$256K 0.01%
3,560
-520
460
$255K 0.01%
2,310
-175
461
$255K 0.01%
4,726
-8
462
$255K 0.01%
4,884
-6,393
463
$254K 0.01%
2,962
-2,315
464
$253K 0.01%
7,250
-5,150
465
$252K 0.01%
+3,054
466
$250K 0.01%
104
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467
$249K 0.01%
+119
468
$249K 0.01%
16,697
-2,236
469
$248K 0.01%
1,615
+42
470
$248K 0.01%
+2,171
471
$248K 0.01%
+792
472
$248K 0.01%
9,298
+1,476
473
$247K 0.01%
1,825
-497
474
$246K 0.01%
4,527
+51
475
$246K 0.01%
26,300
-15,478
17 18
19
20 21