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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.9M 0.68%
140,560
+67,980
27
$21.5M 0.64%
+109,564
28
$21M 0.62%
80,335
+64,630
29
$16.2M 0.48%
261,573
+18,723
30
$15.3M 0.46%
63,658
+41,959
31
$14.6M 0.43%
61,923
+60,405
32
$13.8M 0.41%
205,681
+98,557
33
$13.6M 0.41%
160,234
+73,942
34
$13.3M 0.4%
+303,873
35
$13.1M 0.39%
47,911
+14,574
36
$12.9M 0.38%
50,842
+28,353
37
$12.3M 0.37%
192,782
+58,530
38
$12.1M 0.36%
114,293
+60,671
39
$11.9M 0.35%
134,418
+22,873
40
$11.7M 0.35%
99,577
+13,142
41
$11.2M 0.33%
190,918
+143,910
42
$11.2M 0.33%
+361,166
43
$10.7M 0.32%
+479,460
44
$10.5M 0.31%
195,365
+17,710
45
$10.3M 0.31%
75,379
+32,943
46
$10M 0.3%
63,673
+40,503
47
$10M 0.3%
195,739
+14,857
48
$9.95M 0.3%
27,878
+13,805
49
$9.71M 0.29%
110,820
+44,760
50
$9.68M 0.29%
110,480
+26,660
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2
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