WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$452K 0.01%
4,422
-2,073
452
$450K 0.01%
3,443
+490
453
$449K 0.01%
14,913
+1
454
$443K 0.01%
7,245
-2,209
455
$441K 0.01%
+44,285
456
$433K 0.01%
6,270
457
$432K 0.01%
2,010
+14
458
$431K 0.01%
6,750
459
$431K 0.01%
6,989
-15,211
460
$430K 0.01%
2,695
+498
461
$421K 0.01%
18,386
+83
462
$420K 0.01%
+7,897
463
$417K 0.01%
11,998
-2,478
464
$416K 0.01%
105
-7
465
$416K 0.01%
1,681
+29
466
$416K 0.01%
7,195
467
$415K 0.01%
20,429
468
$414K 0.01%
15,557
469
$412K 0.01%
11,423
+1,033
470
$412K 0.01%
1,530
+60
471
$407K 0.01%
5,225
-148
472
$403K 0.01%
6,208
-1,541
473
$399K 0.01%
7,474
+558
474
$399K 0.01%
48,787
475
$395K 0.01%
64,566
17 18
19
20 21