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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$310K 0.01%
3,845
+712
452
$310K 0.01%
1,788
-2,149
453
$310K 0.01%
15,810
454
$306K 0.01%
6,525
-2,002
455
$305K 0.01%
+21,676
456
$299K 0.01%
1,706
+166
457
$296K 0.01%
+7,050
458
$296K 0.01%
+5,973
459
$295K 0.01%
17,250
460
$295K 0.01%
+5,049
461
$294K 0.01%
+3,942
462
$293K 0.01%
13,299
463
$292K 0.01%
+2,304
464
$290K 0.01%
2,053
+403
465
$288K 0.01%
+2,764
466
$286K 0.01%
+18,000
467
$284K 0.01%
+3,428
468
$284K 0.01%
+2,194
469
$283K 0.01%
7,479
+277
470
$278K 0.01%
+740
471
$278K 0.01%
15,250
+1,363
472
$276K 0.01%
1,743
+182
473
$275K 0.01%
+6,014
474
$274K 0.01%
6,573
475
$273K 0.01%
808
+43
17 18
19
20 21