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
$1.37B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$8.36M
3
+$5.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.97M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.39M

Top Sells

1
+$5M
2
+$3.28M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$834K

Sector Composition

1 Financials 2.34%
2 Technology 1.84%
3 Healthcare 1.12%
4 Communication Services 1.03%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.23M 0.38%
141,190
+14,456
27
$4.89M 0.36%
118,865
+106,570
28
$4.24M 0.31%
+31,722
29
$3.25M 0.24%
35,200
+7,340
30
$3.23M 0.23%
38,119
-2,204
31
$3M 0.22%
23,430
+804
32
$2.96M 0.22%
30,200
-2,734
33
$2.63M 0.19%
12,825
+1,280
34
$2.55M 0.19%
20,210
+15,261
35
$2.33M 0.17%
12,384
+1,258
36
$2.32M 0.17%
192,179
+1,007
37
$2.2M 0.16%
32,840
+5,740
38
$2.06M 0.15%
69,924
+20,236
39
$2.06M 0.15%
6,891
+547
40
$2M 0.15%
29,980
+4,120
41
$1.99M 0.15%
37,205
-4,844
42
$1.95M 0.14%
22,967
+2,490
43
$1.93M 0.14%
6,752
+2,983
44
$1.91M 0.14%
38,320
+4,820
45
$1.76M 0.13%
12,606
+3,992
46
$1.75M 0.13%
28,421
+6,591
47
$1.61M 0.12%
11,058
+2,624
48
$1.57M 0.11%
26,300
+5,488
49
$1.56M 0.11%
6,892
+1,420
50
$1.53M 0.11%
12,217
+1,938
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