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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$368K 0.01%
4,579
+46
452
$365K 0.01%
7,195
-381
453
$362K 0.01%
353,575
+255,180
454
$362K 0.01%
9,354
+1,882
455
$359K 0.01%
+4,139
456
$354K 0.01%
5,208
+819
457
$354K 0.01%
6,009
-2,119
458
$353K 0.01%
183,862
459
$346K 0.01%
+1,674
460
$345K 0.01%
1,047
+141
461
$345K 0.01%
5,877
-181
462
$342K 0.01%
16,811
+217
463
$340K 0.01%
3,289
+1,546
464
$339K 0.01%
9,467
+1,385
465
$332K 0.01%
+6,490
466
$329K 0.01%
6,525
467
$328K 0.01%
10,518
+2,913
468
$326K 0.01%
3,202
+766
469
$325K 0.01%
+7,032
470
$325K 0.01%
1,607
-122
471
$322K 0.01%
17,250
472
$321K 0.01%
2,171
473
$319K 0.01%
+6,985
474
$318K 0.01%
5,461
+524
475
$317K 0.01%
3,408
+199
17 18
19
20 21