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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$696K ﹤0.01%
12,408
452
$694K ﹤0.01%
2,054
+25
453
$684K ﹤0.01%
7,612
+1,678
454
$683K ﹤0.01%
350
-1
455
$680K ﹤0.01%
4,923
-125
456
$679K ﹤0.01%
4,315
-290
457
$670K ﹤0.01%
4,206
+2,036
458
$663K ﹤0.01%
3,046
+175
459
$656K ﹤0.01%
11,596
+4,757
460
$648K ﹤0.01%
13,617
-2,145
461
$648K ﹤0.01%
8,260
-62
462
$645K ﹤0.01%
16,322
+327
463
$643K ﹤0.01%
9,993
+1,100
464
$641K ﹤0.01%
35,498
465
$638K ﹤0.01%
9,428
+29
466
$637K ﹤0.01%
14,001
467
$626K ﹤0.01%
6,207
+198
468
$618K ﹤0.01%
6,263
+1
469
$618K ﹤0.01%
55,074
-24,816
470
$618K ﹤0.01%
7,444
+889
471
$616K ﹤0.01%
25,491
472
$611K ﹤0.01%
18,882
-350
473
$609K ﹤0.01%
10,580
+5,290
474
$597K ﹤0.01%
2,072
+246
475
$597K ﹤0.01%
4,601
-56
17 18
19
20 21