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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$287K ﹤0.01%
8,144
-427
452
$283K ﹤0.01%
+39,078
453
$282K ﹤0.01%
919
-334
454
$280K ﹤0.01%
2,792
455
$277K ﹤0.01%
3,363
-563
456
$276K ﹤0.01%
3,693
-249
457
$276K ﹤0.01%
1,903
-1,425
458
$272K ﹤0.01%
767
-41
459
$272K ﹤0.01%
7,161
-3,445
460
$264K ﹤0.01%
2,293
+3
461
$262K ﹤0.01%
3,373
-1,446
462
$261K ﹤0.01%
8,504
+32
463
$259K ﹤0.01%
+18,115
464
$259K ﹤0.01%
2,811
-2,382
465
$257K ﹤0.01%
46,666
-1
466
$252K ﹤0.01%
1,278
-806
467
$250K ﹤0.01%
1,542
468
$250K ﹤0.01%
23,636
-18,725
469
$249K ﹤0.01%
6,813
+94
470
$247K ﹤0.01%
5,062
471
$247K ﹤0.01%
8,094
+950
472
$246K ﹤0.01%
2,218
-1,426
473
$246K ﹤0.01%
1,759
-545
474
$245K ﹤0.01%
3,750
-612
475
$240K ﹤0.01%
21,626
17 18
19
20 21