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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$234K ﹤0.01%
2,792
452
$233K ﹤0.01%
5,824
+762
453
$233K ﹤0.01%
13,299
-13,000
454
$229K ﹤0.01%
13,887
+269
455
$229K ﹤0.01%
27,060
+16,410
456
$228K ﹤0.01%
+14,701
457
$226K ﹤0.01%
+2,277
458
$225K ﹤0.01%
1,650
-3
459
$225K ﹤0.01%
+3,372
460
$224K ﹤0.01%
+540
461
$224K ﹤0.01%
3,133
-255
462
$224K ﹤0.01%
+7,202
463
$221K ﹤0.01%
+7,582
464
$217K ﹤0.01%
1,542
-3,365
465
$217K ﹤0.01%
11,583
466
$216K ﹤0.01%
7,576
-2,480
467
$214K ﹤0.01%
+2,046
468
$214K ﹤0.01%
1,561
+1
469
$213K ﹤0.01%
+8,903
470
$212K ﹤0.01%
6,862
471
$211K ﹤0.01%
8,243
+272
472
$210K ﹤0.01%
+834
473
$209K ﹤0.01%
2,287
+5
474
$209K ﹤0.01%
+1,557
475
$208K ﹤0.01%
17,907
-5,566
17 18
19
20 21