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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.7M 0.66%
507,827
+241,443
27
$15.3M 0.64%
219,519
+70,278
28
$14.4M 0.6%
168,413
-7,895
29
$13.2M 0.56%
111,856
+108,473
30
$11.2M 0.47%
84,255
-8,738
31
$11.2M 0.47%
+327,876
32
$10.9M 0.46%
63,190
+11,484
33
$10.8M 0.45%
200,292
+171,871
34
$10.8M 0.45%
95,224
+1,383
35
$9.74M 0.41%
+756,624
36
$9.31M 0.39%
50,920
+44,028
37
$8.96M 0.38%
97,815
-3,306
38
$8.47M 0.36%
+409,480
39
$8.4M 0.35%
+178,695
40
$8.32M 0.35%
143,200
+110,360
41
$8.11M 0.34%
166,455
+136,759
42
$8M 0.34%
61,023
+49,965
43
$7.85M 0.33%
+47,150
44
$7.81M 0.33%
46,836
+34,011
45
$7.78M 0.33%
48,271
+35,887
46
$7.78M 0.33%
+51,613
47
$7.56M 0.32%
31,299
+24,408
48
$7.34M 0.31%
+49,457
49
$7.28M 0.31%
58,922
+35,492
50
$7.08M 0.3%
121,760
+91,780
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