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
$4.78B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$92.2M
3
+$77.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$48.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$41.8M

Top Sells

1
+$14M
2
+$8.25M
3
+$8.18M
4
BND icon
Vanguard Total Bond Market
BND
+$5.23M
5
PAG icon
Penske Automotive Group
PAG
+$3M

Sector Composition

1 Technology 2.25%
2 Financials 2.07%
3 Healthcare 1.16%
4 Consumer Discretionary 1.02%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$232K ﹤0.01%
4,861
452
$231K ﹤0.01%
+4,034
453
$229K ﹤0.01%
2,753
-19
454
$228K ﹤0.01%
5,062
+348
455
$227K ﹤0.01%
19,254
-25,000
456
$226K ﹤0.01%
5,525
457
$226K ﹤0.01%
2,282
+4
458
$223K ﹤0.01%
13,999
459
$219K ﹤0.01%
7,971
460
$216K ﹤0.01%
+894
461
$215K ﹤0.01%
5,000
462
$212K ﹤0.01%
2,471
463
$211K ﹤0.01%
6,000
464
$210K ﹤0.01%
+882
465
$210K ﹤0.01%
825
-109
466
$205K ﹤0.01%
13,200
467
$205K ﹤0.01%
+1,931
468
$200K ﹤0.01%
9,000
469
$200K ﹤0.01%
3,375
470
$200K ﹤0.01%
1,560
-60
471
$192K ﹤0.01%
22,509
472
$188K ﹤0.01%
11,212
-8,485
473
$182K ﹤0.01%
+30,000
474
$175K ﹤0.01%
+14,678
475
$164K ﹤0.01%
+14,112
17 18
19
20 21