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
$1.15B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$7.1M
3
+$5.28M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.12M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.63M

Top Sells

1
+$5.38M
2
+$3.93M
3
+$3.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.52M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.82M

Sector Composition

1 Technology 0.47%
2 Communication Services 0.38%
3 Financials 0.35%
4 Consumer Discretionary 0.3%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.15%
+18,299
27
$1.69M 0.15%
+12,648
28
$1.52M 0.13%
30,829
+548
29
$1.04M 0.09%
23,248
-600
30
$999K 0.09%
3,758
+11
31
$998K 0.09%
20,403
-2,355
32
$970K 0.08%
+5,027
33
$953K 0.08%
14,493
-789
34
$909K 0.08%
+3,437
35
$888K 0.08%
11,305
+593
36
$866K 0.08%
+16,020
37
$866K 0.08%
+6,217
38
$800K 0.07%
16,903
+2,690
39
$773K 0.07%
+4,452
40
$769K 0.07%
+15,532
41
$697K 0.06%
27,538
+10,131
42
$617K 0.05%
10,808
+6,065
43
$592K 0.05%
10,324
+1,033
44
$585K 0.05%
+6,180
45
$584K 0.05%
14,201
+8,906
46
$583K 0.05%
1,644
47
$547K 0.05%
4,985
+1,582
48
$508K 0.04%
+6,057
49
$489K 0.04%
10,220
+4,157
50
$479K 0.04%
+1,626
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