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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$319K 0.01%
8,268
-129
452
$318K 0.01%
442
+194
453
$314K 0.01%
1,120
-701
454
$310K 0.01%
20,100
-2
455
$304K 0.01%
3,209
-154
456
$303K 0.01%
15,266
457
$301K ﹤0.01%
906
-13
458
$299K ﹤0.01%
3,783
-523
459
$297K ﹤0.01%
5,704
-566
460
$297K ﹤0.01%
2,543
+56
461
$296K ﹤0.01%
2,792
462
$295K ﹤0.01%
+2,958
463
$287K ﹤0.01%
+1,220
464
$286K ﹤0.01%
9,858
465
$286K ﹤0.01%
+836
466
$281K ﹤0.01%
+11,545
467
$280K ﹤0.01%
2,698
-2,581
468
$279K ﹤0.01%
31,200
+15,990
469
$270K ﹤0.01%
4,345
-14
470
$269K ﹤0.01%
3,625
-68
471
$268K ﹤0.01%
61,664
472
$268K ﹤0.01%
2,296
+3
473
$267K ﹤0.01%
+6,250
474
$266K ﹤0.01%
1,861
-106
475
$265K ﹤0.01%
3,178
-2,660
17 18
19
20 21