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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.23M 0.55%
180,882
+12,522
27
$8.81M 0.52%
177,655
-263
28
$8.73M 0.52%
33,337
+4,896
29
$7.76M 0.46%
134,252
+91,956
30
$7.64M 0.45%
95,618
+84,587
31
$7.14M 0.42%
40,529
+1,378
32
$7.1M 0.42%
77,570
-11,837
33
$6.81M 0.41%
86,292
-20,548
34
$6.28M 0.37%
329,606
-21,702
35
$6.25M 0.37%
107,124
-564
36
$6.16M 0.37%
83,820
+13,220
37
$5.63M 0.33%
28,147
+3,244
38
$5.29M 0.31%
448,092
+136,758
39
$5.2M 0.31%
73,750
+4,265
40
$5.12M 0.3%
22,489
+2,422
41
$5.01M 0.3%
42,436
+32,582
42
$4.96M 0.29%
53,622
+8,952
43
$4.86M 0.29%
9,916
+1,651
44
$4.85M 0.29%
59,440
+50,295
45
$4.84M 0.29%
66,060
+10,940
46
$4.76M 0.28%
14,073
+1,505
47
$4.71M 0.28%
21,699
+5,781
48
$4.68M 0.28%
188,207
49
$4.36M 0.26%
519,330
+3
50
$4.15M 0.25%
38,131
+8,041
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