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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$614K 0.01%
11,310
+1,135
452
$610K 0.01%
7,783
+12
453
$607K 0.01%
+3,866
454
$598K 0.01%
+2,050
455
$596K 0.01%
5,271
+166
456
$595K 0.01%
+1,997
457
$592K 0.01%
15,350
-2,734
458
$583K 0.01%
10,123
+1,113
459
$580K 0.01%
2,416
+886
460
$576K 0.01%
1,779
-26
461
$575K 0.01%
8,669
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462
$571K 0.01%
4,983
-845
463
$570K 0.01%
4,655
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464
$570K 0.01%
5,607
465
$565K 0.01%
7,235
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466
$564K 0.01%
1,013
+382
467
$562K 0.01%
6,230
468
$561K 0.01%
+15,825
469
$560K 0.01%
9,227
-392
470
$560K 0.01%
91,799
471
$554K 0.01%
11,094
+967
472
$553K 0.01%
18,882
473
$552K 0.01%
6,046
+68
474
$551K 0.01%
+7,981
475
$548K 0.01%
+45,000
17 18
19
20 21