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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$405K 0.01%
8,624
-6,238
452
$404K 0.01%
5,226
+18
453
$400K 0.01%
7,202
-166
454
$400K 0.01%
733
+125
455
$394K 0.01%
969
+310
456
$394K 0.01%
4,402
-177
457
$394K 0.01%
6,215
+206
458
$393K 0.01%
8,600
+2,400
459
$393K 0.01%
7,766
+734
460
$393K 0.01%
12,201
+1,683
461
$384K 0.01%
6,560
+683
462
$384K 0.01%
15,138
+558
463
$380K 0.01%
+3,330
464
$377K 0.01%
5,050
+508
465
$376K 0.01%
10,484
-4,391
466
$375K 0.01%
10,606
+1,252
467
$375K 0.01%
48,787
468
$375K 0.01%
1,375
-798
469
$374K 0.01%
8,487
-38
470
$371K 0.01%
+6,300
471
$370K 0.01%
17,001
+190
472
$369K 0.01%
13,147
-1,440
473
$367K 0.01%
11,071
+439
474
$366K 0.01%
1,695
+320
475
$365K 0.01%
2,277
17 18
19
20 21